Filed June 3, 2014 (most recent of 2 filings on file)
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 | $131,493 | $114,047+15.3% | $96,139+36.8% | $167,490-21.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 14.96% | 189.88%-174.9pp | 191.94%-177.0pp | 478.56%-463.6pp |
| Employer contribution / active EE | $4,902 | $3,427+43.0% | $2,797+75.3% | $4,837+1.3% |
| Participant deferral / active EE | $8,655 | $5,194+66.7% | $4,349+99.0% | $6,341+36.5% |
| Admin fee / account holder | $478 | $6,897-93.1% | $5,537-91.4% | $12,309-96.1% |