Filed March 30, 2015
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 | $86,851 | $76,552+13.5% | $123,892-29.9% | $62,891+38.1% |
| Participation rate | 76.5% | 73.0%+3.5pp | 81.4%-4.9pp | 69.3%+7.2pp |
| Annual return | 7.37% | 18.68%-11.3pp | 47.52%-40.1pp | 20.14%-12.8pp |
| Employer contribution / active EE | $2,953 | $2,883+2.4% | $4,617-36.0% | $2,281+29.5% |
| Participant deferral / active EE | $4,158 | $4,840-14.1% | $5,984-30.5% | $3,203+29.8% |
| Admin fee / account holder | $5,144 | $4,826+6.6% | $8,357-38.4% | $4,296+19.8% |