Filed September 1, 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 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 | $78,982 | $72,177+9.4% | $115,037-31.3% | $59,632+32.4% |
| Participation rate | 75.0% | 72.6%+2.4pp | 81.4%-6.4pp | 68.7%+6.3pp |
| Annual return | 1.38% | 12.02%-10.6pp | 26.14%-24.8pp | 2041.28%-2039.9pp |
| Employer contribution / active EE | $1,930 | $2,841-32.1% | $4,608-58.1% | $2,203-12.4% |
| Participant deferral / active EE | $7,215 | $4,783+50.9% | $6,026+19.7% | $3,192+126.1% |
| Admin fee / account holder | $6,853 | $4,927+39.1% | $8,175-16.2% | $4,297+59.5% |