Filed March 21, 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 9-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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $143,063 | $101,618+40.8% | $93,063+53.7% | $137,256+4.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 7.78% | 223.95%-216.2pp | 34.15%-26.4pp | 220.34%-212.6pp |
| Employer contribution / active EE | $3,333 | $2,707+23.1% | $2,476+34.6% | $4,156-19.8% |
| Participant deferral / active EE | $3,216 | $4,279-24.8% | $3,958-18.8% | $6,407-49.8% |
| Admin fee / account holder | $5,057 | $6,198-18.4% | $6,033-16.2% | $12,270-58.8% |