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 | $56,395 | $99,985-43.6% | $146,665-61.5% | $85,850-34.3% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 16.01% | 18.93%-2.9pp | 22.74%-6.7pp | 318.53%-302.5pp |
| Employer contribution / active EE | $2,202 | $2,559-13.9% | $4,136-46.8% | $2,565-14.2% |
| Participant deferral / active EE | $2,927 | $4,006-26.9% | $5,506-46.8% | $3,952-25.9% |
| Admin fee / account holder | $1,459 | $7,702-81.1% | $10,280-85.8% | $6,260-76.7% |