Filed June 3, 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 | $45,962 | $49,177-6.5% | $79,464-42.2% | $64,186-28.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | 1.41% | -1.16%+2.6pp | 718.14%-716.7pp | 7.63%-6.2pp |
| Employer contribution / active EE | $805 | $2,076-61.2% | $2,800-71.2% | $2,381-66.2% |
| Participant deferral / active EE | $4,084 | $2,821+44.7% | $3,704+10.3% | $3,470+17.7% |
| Admin fee / account holder | $1,059 | $3,839-72.4% | $5,113-79.3% | $4,888-78.3% |