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 | $112,460 | $77,145+45.8% | $108,410+3.7% | $85,850+31.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 13.13% | 44.54%-31.4pp | 905.27%-892.1pp | 318.53%-305.4pp |
| Employer contribution / active EE | $5,819 | $2,379+144.6% | $3,558+63.5% | $2,565+126.9% |
| Participant deferral / active EE | $12,651 | $5,566+127.3% | $6,563+92.8% | $3,952+220.1% |
| Admin fee / account holder | $2,574 | $5,172-50.2% | $7,295-64.7% | $6,260-58.9% |