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 | $102,186 | $102,966-0.8% | $90,281+13.2% | $152,861-33.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 26.04% | 95.16%-69.1pp | 78.10%-52.1pp | 345.32%-319.3pp |
| Employer contribution / active EE | $3,290 | $3,139+4.8% | $2,854+15.3% | $4,762-30.9% |
| Participant deferral / active EE | $6,117 | $4,281+42.9% | $3,885+57.4% | $5,850+4.6% |
| Admin fee / account holder | $1,106 | $6,171-82.1% | $5,351-79.3% | $11,596-90.5% |