Filed November 3, 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 | $91,811 | $106,584-13.9% | $101,326-9.4% | $142,382-35.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 13.80% | 36.93%-23.1pp | 36.82%-23.0pp | 217.08%-203.3pp |
| Employer contribution / active EE | $3,924 | $3,956-0.8% | $3,665+7.1% | $4,299-8.7% |
| Participant deferral / active EE | $14,614 | $8,297+76.1% | $7,994+82.8% | $6,507+124.6% |
| Admin fee / account holder | $731 | $11,446-93.6% | $11,185-93.5% | $12,624-94.2% |