Filed October 16, 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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $43,582 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,853 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,404 | $100,923+26.2% | $150,045-15.1% | $74,304+71.5% |
| Participation rate | 94.3% | 70.1%+24.2pp | 82.3%+12.0pp | 60.3%+34.0pp |
| Annual return | 15.59% | 51.77%-36.2pp | 62.55%-47.0pp | 29.43%-13.8pp |
| Employer contribution / active EE | $1,645 | $3,463-52.5% | $4,693-65.0% | $2,241-26.6% |
| Participant deferral / active EE | $8,690 | $6,709+29.5% | $7,997+8.7% | $3,767+130.7% |
| Admin fee / account holder | $416 | $2,767-85.0% | $13,435-96.9% | $2,969-86.0% |