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 | $94,776 | $92,703+2.2% | $82,719+14.6% | $134,475-29.5% |
| Participation rate | 94.4% | 75.2%+19.3pp | 72.6%+21.9pp | 81.2%+13.2pp |
| Annual return | -20.37% | 944.92%-965.3pp | 701.18%-721.5pp | 417.96%-438.3pp |
| Employer contribution / active EE | $3,563 | $3,274+8.8% | $3,009+18.4% | $4,740-24.8% |
| Participant deferral / active EE | $7,181 | $4,802+49.5% | $4,395+63.4% | $6,400+12.2% |
| Admin fee / account holder | $8,096 | $5,983+35.3% | $5,329+51.9% | $11,426-29.1% |