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 | $46,896 | $91,552-48.8% | $133,956-65.0% | $79,858-41.3% |
| Participation rate | 96.6% | 73.3%+23.3pp | 79.8%+16.8pp | 69.6%+27.0pp |
| Annual return | 16.14% | 61.85%-45.7pp | 45.09%-29.0pp | 31.71%-15.6pp |
| Employer contribution / active EE | $2,056 | $2,384-13.8% | $3,919-47.5% | $2,471-16.8% |
| Participant deferral / active EE | $2,294 | $3,733-38.6% | $5,048-54.6% | $3,740-38.7% |
| Admin fee / account holder | $1,392 | $6,321-78.0% | $8,927-84.4% | $5,306-73.8% |