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 | $50,779 | $57,065-11.0% | $75,670-32.9% | $70,131-27.6% |
| Participation rate | 95.9% | 68.1%+27.8pp | 72.3%+23.6pp | 69.5%+26.4pp |
| Annual return | 14.17% | 23.57%-9.4pp | 27.34%-13.2pp | 73.14%-59.0pp |
| Employer contribution / active EE | $2,645 | $1,817+45.6% | $2,352+12.5% | $2,342+12.9% |
| Participant deferral / active EE | $2,790 | $2,580+8.1% | $3,142-11.2% | $3,332-16.3% |
| Admin fee / account holder | $1,342 | $3,825-64.9% | $5,800-76.9% | $4,645-71.1% |