Filed January 18, 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 | $37,939 | $83,477-54.6% | $125,175-69.7% | $72,985-48.0% |
| Participation rate | 96.8% | 73.3%+23.5pp | 79.8%+17.0pp | 69.5%+27.3pp |
| Annual return | 22.69% | 25.78%-3.1pp | 43.79%-21.1pp | 81.00%-58.3pp |
| Employer contribution / active EE | $2,614 | $2,345+11.4% | $3,865-32.4% | $2,440+7.1% |
| Participant deferral / active EE | $2,332 | $3,585-35.0% | $4,937-52.8% | $3,607-35.4% |
| Admin fee / account holder | $878 | $5,517-84.1% | $9,702-90.9% | $5,124-82.9% |