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 | $50,182 | $53,018-5.3% | $70,014-28.3% | $62,891-20.2% |
| Participation rate | 97.8% | 67.2%+30.6pp | 71.8%+26.0pp | 69.3%+28.5pp |
| Annual return | 7.38% | 13.35%-6.0pp | 12.99%-5.6pp | 20.14%-12.8pp |
| Employer contribution / active EE | $2,529 | $1,799+40.6% | $2,338+8.1% | $2,281+10.9% |
| Participant deferral / active EE | $2,377 | $2,395-0.7% | $2,931-18.9% | $3,203-25.8% |
| Admin fee / account holder | $3,427 | $3,690-7.1% | $4,380-21.8% | $4,296-20.2% |