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 | $121,721 | $96,305+26.4% | $80,569+51.1% | $139,434-12.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 14.19% | 1350.08%-1335.9pp | 935.43%-921.2pp | 372.94%-358.8pp |
| Employer contribution / active EE | $6,178 | $3,262+89.4% | $2,723+126.8% | $4,751+30.0% |
| Participant deferral / active EE | $10,831 | $5,232+107.0% | $4,447+143.5% | $6,710+61.4% |
| Admin fee / account holder | $17,589 | $6,599+166.6% | $5,377+227.1% | $11,403+54.3% |