Filed July 3, 2014 (most recent of 2 filings on file)
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,820 | $94,529-48.4% | $140,016-65.1% | $64,186-23.9% |
| Participation rate | 95.7% | 84.1%+11.6pp | 87.5%+8.2pp | 69.6%+26.1pp |
| Annual return | -5.71% | 7.77%-13.5pp | 651.12%-656.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $661 | $3,812-82.7% | $5,606-88.2% | $2,381-72.3% |
| Participant deferral / active EE | $3,860 | $5,250-26.5% | $6,927-44.3% | $3,470+11.3% |
| Admin fee / account holder | $3,156 | $6,741-53.2% | $10,705-70.5% | $4,888-35.4% |