Filed January 6, 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 | $27,580 | $98,750-72.1% | $149,696-81.6% | $79,858-65.5% |
| Participation rate | 86.1% | 75.8%+10.3pp | 82.5%+3.6pp | 69.6%+16.5pp |
| Annual return | 21.17% | 27.43%-6.3pp | 276.60%-255.4pp | 31.71%-10.5pp |
| Employer contribution / active EE | $2,798 | $3,216-13.0% | $4,644-39.8% | $2,471+13.2% |
| Participant deferral / active EE | $6,128 | $5,680+7.9% | $6,842-10.4% | $3,740+63.8% |
| Admin fee / account holder | $4,099 | $6,053-32.3% | $9,309-56.0% | $5,306-22.8% |