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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $58,770 | $67,606-13.1% | $82,313-28.6% | $70,131-16.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 11.45% | 21.57%-10.1pp | 25.88%-14.4pp | 73.14%-61.7pp |
| Employer contribution / active EE | $887 | $1,755-49.4% | $2,428-63.5% | $2,342-62.1% |
| Participant deferral / active EE | $5,817 | $2,987+94.8% | $3,706+57.0% | $3,332+74.6% |
| Admin fee / account holder | $7,113 | $4,512+57.6% | $5,608+26.8% | $4,645+53.1% |