Filed January 28, 2015 (most recent of 3 filings on file)
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 | $47,271 | $62,146-23.9% | $81,438-42.0% | $74,546-36.6% |
| Participation rate | 100.0% | 64.1%+35.9pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 11.29% | 16.49%-5.2pp | 24.74%-13.5pp | 1366.03%-1354.7pp |
| Employer contribution / active EE | $2,554 | $1,883+35.7% | $2,460+3.8% | $2,624-2.7% |
| Participant deferral / active EE | $3,331 | $3,229+3.1% | $3,883-14.2% | $4,347-23.4% |
| Admin fee / account holder | $628 | $1,922-67.3% | $5,764-89.1% | $1,944-67.7% |