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 | $97,256 | $185,822-47.7% | $169,993-42.8% | $139,434-30.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.47% | 60.50%-45.0pp | 53.37%-37.9pp | 372.94%-357.5pp |
| Employer contribution / active EE | $5,489 | $7,590-27.7% | $6,785-19.1% | $4,751+15.5% |
| Participant deferral / active EE | $5,244 | $11,622-54.9% | $10,408-49.6% | $6,710-21.8% |
| Admin fee / account holder | $8,681 | $15,381-43.6% | $12,815-32.3% | $11,403-23.9% |