Filed June 12, 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 | $41,346 | $48,076-14.0% | $78,689-47.5% | $62,891-34.3% |
| Participation rate | 88.6% | 65.2%+23.4pp | 73.6%+15.1pp | 69.3%+19.3pp |
| Annual return | 5.63% | 31.35%-25.7pp | 62.18%-56.5pp | 20.14%-14.5pp |
| Employer contribution / active EE | $2,081 | $2,015+3.3% | $2,851-27.0% | $2,281-8.8% |
| Participant deferral / active EE | $3,551 | $2,588+37.2% | $3,517+1.0% | $3,203+10.9% |
| Admin fee / account holder | $2,261 | $3,207-29.5% | $4,510-49.9% | $4,296-47.4% |