Filed May 14, 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 | $102,876 | $99,020+3.9% | $86,590+18.8% | $147,584-30.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 30.59% | 1312.34%-1281.8pp | 964.84%-934.3pp | 578.55%-548.0pp |
| Employer contribution / active EE | $3,302 | $3,132+5.4% | $2,839+16.3% | $4,876-32.3% |
| Participant deferral / active EE | $5,389 | $3,972+35.7% | $3,609+49.3% | $5,439-0.9% |
| Admin fee / account holder | $4,291 | $5,710-24.9% | $4,906-12.5% | $10,885-60.6% |