Filed July 15, 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,726 | $94,625-84.4% | $116,228-87.3% | $84,808-82.6% |
| Participation rate | 95.6% | 70.4%+25.1pp | 74.6%+21.0pp | 68.3%+27.2pp |
| Annual return | 20.42% | 20.40%0pp | 90.06%-69.6pp | 40.90%-20.5pp |
| Employer contribution / active EE | $2,021 | $2,347-13.9% | $2,994-32.5% | $2,631-23.2% |
| Participant deferral / active EE | $3,295 | $3,972-17.0% | $4,953-33.5% | $4,212-21.8% |
| Admin fee / account holder | $2,173 | $10,091-78.5% | $11,989-81.9% | $7,344-70.4% |