Filed March 9, 2015
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $70,370 | $62,586+12.4% | $76,768-8.3% | $64,186+9.6% |
| Participation rate | 84.8% | 72.8%+12.0pp | 77.0%+7.9pp | 69.6%+15.3pp |
| Annual return | -3.74% | -1.95%-1.8pp | 2.43%-6.2pp | 7.63%-11.4pp |
| Employer contribution / active EE | $3,136 | $1,832+71.2% | $2,485+26.2% | $2,381+31.7% |
| Participant deferral / active EE | $1,130 | $3,145-64.1% | $3,852-70.7% | $3,470-67.4% |
| Admin fee / account holder | $3,380 | $4,667-27.6% | $6,675-49.4% | $4,888-30.9% |