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 | $104,656 | $197,591-47.0% | $177,821-41.1% | $158,922-34.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 16.12% | 58.76%-42.6pp | 48.32%-32.2pp | 302.83%-286.7pp |
| Employer contribution / active EE | $5,120 | $6,697-23.5% | $5,918-13.5% | $4,761+7.5% |
| Participant deferral / active EE | $4,650 | $8,405-44.7% | $7,714-39.7% | $5,982-22.3% |
| Admin fee / account holder | $5,802 | $15,399-62.3% | $12,427-53.3% | $11,246-48.4% |