Filed November 24, 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 | $91,419 | $87,841+4.1% | $133,980-31.8% | $62,891+45.4% |
| Participation rate | 96.0% | 83.4%+12.6pp | 87.1%+8.9pp | 69.3%+26.7pp |
| Annual return | 8.12% | 12.05%-3.9pp | 29.30%-21.2pp | 20.14%-12.0pp |
| Employer contribution / active EE | $3,775 | $3,483+8.4% | $5,211-27.6% | $2,281+65.5% |
| Participant deferral / active EE | $7,433 | $4,812+54.5% | $6,282+18.3% | $3,203+132.1% |
| Admin fee / account holder | $2,459 | $5,371-54.2% | $9,324-73.6% | $4,296-42.7% |