Filed March 7, 2014
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,082 | $58,577-2.6% | $83,333-31.5% | $64,186-11.1% |
| Participation rate | 96.0% | 72.0%+24.0pp | 77.8%+18.2pp | 69.6%+26.4pp |
| Annual return | -5.26% | 9.65%-14.9pp | 10.63%-15.9pp | 7.63%-12.9pp |
| Employer contribution / active EE | $4,566 | $2,098+117.6% | $3,379+35.1% | $2,381+91.8% |
| Participant deferral / active EE | $9,394 | $4,654+101.9% | $5,565+68.8% | $3,470+170.8% |
| Admin fee / account holder | $1,253 | $9,275-86.5% | $7,510-83.3% | $4,888-74.4% |