Filed October 1, 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 | $53,741 | $60,349-10.9% | $74,183-27.6% | $62,891-14.5% |
| Participation rate | 75.8% | 72.7%+3.0pp | 76.6%-0.9pp | 69.3%+6.5pp |
| Annual return | 9.27% | 21.37%-12.1pp | 17.74%-8.5pp | 20.14%-10.9pp |
| Employer contribution / active EE | $695 | $1,680-58.6% | $2,370-70.7% | $2,281-69.5% |
| Participant deferral / active EE | $4,203 | $2,856+47.2% | $3,550+18.4% | $3,203+31.2% |
| Admin fee / account holder | $576 | $4,261-86.5% | $5,586-89.7% | $4,296-86.6% |