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 | $52,805 | $81,900-35.5% | $119,609-55.9% | $68,494-22.9% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -18.77% | -23.82%+5.1pp | -14.97%-3.8pp | -7.84%-10.9pp |
| Employer contribution / active EE | $2,830 | $2,693+5.1% | $4,232-33.1% | $2,596+9.0% |
| Participant deferral / active EE | $3,306 | $4,148-20.3% | $5,602-41.0% | $4,027-17.9% |
| Admin fee / account holder | $5,760 | $6,582-12.5% | $10,323-44.2% | $5,403+6.6% |