Filed April 3, 2014
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 | $109,435 | $198,466-44.9% | $170,442-35.8% | $147,584-25.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.37% | 257.29%-242.9pp | 205.93%-191.6pp | 578.55%-564.2pp |
| Employer contribution / active EE | $1,733 | $6,184-72.0% | $5,433-68.1% | $4,876-64.5% |
| Participant deferral / active EE | $5,672 | $5,629+0.8% | $4,939+14.8% | $5,439+4.3% |
| Admin fee / account holder | $3,064 | $16,852-81.8% | $13,880-77.9% | $10,885-71.9% |