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.)
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 | $23,861 | $98,240-75.7% | $82,313-71.0% | $147,584-83.8% |
| Participation rate | 80.0% | 79.7%+0.3pp | 76.9%+3.1pp | 82.8%-2.8pp |
| Annual return | 23.69% | 30.85%-7.2pp | 25.88%-2.2pp | 578.55%-554.9pp |
| Employer contribution / active EE | $4,582 | $3,192+43.6% | $2,428+88.7% | $4,876-6.0% |
| Participant deferral / active EE | $6,130 | $4,383+39.9% | $3,706+65.4% | $5,439+12.7% |
| Admin fee / account holder | $5,522 | $8,563-35.5% | $5,608-1.5% | $10,885-49.3% |