Filed June 30, 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.
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 | $88,594 | $109,359-19.0% | $162,163-45.4% | $72,985+21.4% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 20.27% | 25.46%-5.2pp | 115.59%-95.3pp | 81.00%-60.7pp |
| Employer contribution / active EE | $4,638 | $3,907+18.7% | $5,614-17.4% | $2,440+90.1% |
| Participant deferral / active EE | $3,640 | $5,481-33.6% | $7,298-50.1% | $3,607+0.9% |
| Admin fee / account holder | $6,238 | $7,972-21.7% | $10,843-42.5% | $5,124+21.7% |