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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $99,032 | $70,475+40.5% | $100,516-1.5% | $79,858+24.0% |
| Participation rate | 90.0% | 73.7%+16.3pp | 79.4%+10.6pp | 69.6%+20.4pp |
| Annual return | 11.47% | 21.90%-10.4pp | 30.89%-19.4pp | 31.71%-20.2pp |
| Employer contribution / active EE | $4,535 | $2,165+109.5% | $3,418+32.7% | $2,471+83.6% |
| Participant deferral / active EE | $9,746 | $5,181+88.1% | $6,270+55.4% | $3,740+160.6% |
| Admin fee / account holder | $1,244 | $4,478-72.2% | $8,081-84.6% | $5,306-76.6% |