Filed February 17, 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 | $21,850 | $92,703-76.4% | $82,719-73.6% | $134,475-83.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.08% | 944.92%-963.0pp | 701.18%-719.3pp | 417.96%-436.0pp |
| Employer contribution / active EE | $2,935 | $3,274-10.4% | $3,009-2.5% | $4,740-38.1% |
| Participant deferral / active EE | $7,852 | $4,802+63.5% | $4,395+78.6% | $6,400+22.7% |
| Admin fee / account holder | $1,003 | $5,983-83.2% | $5,329-81.2% | $11,426-91.2% |