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 | $46,968 | $78,422-40.1% | $95,952-51.1% | $79,858-41.2% |
| Participation rate | 89.1% | 73.5%+15.6pp | 77.1%+12.1pp | 69.6%+19.5pp |
| Annual return | 10.36% | 19.37%-9.0pp | 91.61%-81.3pp | 31.71%-21.4pp |
| Employer contribution / active EE | $1,636 | $1,945-15.9% | $2,541-35.6% | $2,471-33.8% |
| Participant deferral / active EE | $4,977 | $3,440+44.7% | $4,167+19.4% | $3,740+33.1% |
| Admin fee / account holder | $767 | $5,622-86.4% | $6,795-88.7% | $5,306-85.5% |