Filed February 18, 2015 (most recent of 3 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 | $50,780 | $90,503-43.9% | $78,689-35.5% | $273,961-81.5% |
| Participation rate | 85.0% | 76.5%+8.5pp | 73.6%+11.4pp | 83.0%+2.0pp |
| Annual return | 9.84% | 75.60%-65.8pp | 62.18%-52.3pp | 41.45%-31.6pp |
| Employer contribution / active EE | $3,175 | $3,1760% | $2,851+11.4% | $4,869-34.8% |
| Participant deferral / active EE | $3,061 | $3,901-21.5% | $3,517-13.0% | $5,287-42.1% |
| Admin fee / account holder | $975 | $5,263-81.5% | $4,510-78.4% | $10,132-90.4% |