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 | $44,222 | $74,888-40.9% | $71,209-37.9% | $142,382-68.9% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.1%+8.8pp |
| Annual return | 17.03% | 345.14%-328.1pp | 282.51%-265.5pp | 217.08%-200.0pp |
| Employer contribution / active EE | $6,515 | $2,854+128.3% | $2,721+139.5% | $4,299+51.6% |
| Participant deferral / active EE | $13,929 | $4,454+212.7% | $4,175+233.6% | $6,507+114.0% |
| Admin fee / account holder | $10,513 | $5,568+88.8% | $5,349+96.5% | $12,624-16.7% |