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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,462 | $105,181-67.2% | $159,436-78.4% | $85,850-59.9% |
| Participation rate | 83.3% | 75.8%+7.6pp | 82.8%+0.5pp | 69.3%+14.0pp |
| Annual return | 22.86% | 45.07%-22.2pp | 263.57%-240.7pp | 318.53%-295.7pp |
| Employer contribution / active EE | $2,998 | $3,318-9.7% | $4,829-37.9% | $2,565+16.9% |
| Participant deferral / active EE | $6,429 | $5,945+8.1% | $7,352-12.6% | $3,952+62.7% |
| Admin fee / account holder | $3,201 | $6,933-53.8% | $10,799-70.4% | $6,260-48.9% |