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 | $56,713 | $91,538-38.0% | $129,995-56.4% | $75,163-24.5% |
| Participation rate | 98.4% | 71.4%+27.0pp | 78.5%+20.0pp | 67.2%+31.2pp |
| Annual return | 18.97% | -631.11%+650.1pp | -137.18%+156.1pp | 160.62%-141.6pp |
| Employer contribution / active EE | $4,334 | $2,845+52.3% | $4,320+0.3% | $2,670+62.3% |
| Participant deferral / active EE | $3,085 | $4,341-28.9% | $5,820-47.0% | $4,125-25.2% |
| Admin fee / account holder | $1,810 | $6,790-73.3% | $10,614-82.9% | $5,651-68.0% |