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 | $53,600 | $62,586-14.4% | $76,768-30.2% | $64,186-16.5% |
| Participation rate | 81.6% | 72.8%+8.8pp | 77.0%+4.6pp | 69.6%+12.0pp |
| Annual return | -5.44% | -1.95%-3.5pp | 2.43%-7.9pp | 7.63%-13.1pp |
| Employer contribution / active EE | $839 | $1,832-54.2% | $2,485-66.3% | $2,381-64.8% |
| Participant deferral / active EE | $4,904 | $3,145+56.0% | $3,852+27.3% | $3,470+41.3% |
| Admin fee / account holder | $1,901 | $4,667-59.3% | $6,675-71.5% | $4,888-61.1% |