Filed March 18, 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 8-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 | $49,419 | $79,633-37.9% | $93,789-47.3% | $68,494-27.8% |
| Participation rate | 88.8% | 75.4%+13.4pp | 81.0%+7.8pp | 67.9%+20.9pp |
| Annual return | -14.22% | -0.10%-14.1pp | -11.33%-2.9pp | -7.84%-6.4pp |
| Employer contribution / active EE | $5,124 | $3,665+39.8% | $4,323+18.6% | $2,596+97.4% |
| Participant deferral / active EE | $9,431 | $5,158+82.9% | $6,094+54.8% | $4,027+134.2% |
| Admin fee / account holder | $659 | $6,871-90.4% | $7,195-90.8% | $5,403-87.8% |