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 | $122,960 | $99,877+23.1% | $84,966+44.7% | $145,922-15.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.22% | 83.76%-71.5pp | 66.38%-54.2pp | 561.29%-549.1pp |
| Employer contribution / active EE | $5,631 | $3,231+74.3% | $2,727+106.5% | $4,660+20.9% |
| Participant deferral / active EE | $11,345 | $5,291+114.4% | $4,519+151.0% | $6,688+69.6% |
| Admin fee / account holder | $4,165 | $7,248-42.5% | $6,149-32.3% | $13,397-68.9% |