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 | $136,339 | $115,882+17.7% | $100,516+35.6% | $158,922-14.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 15.98% | 34.79%-18.8pp | 30.89%-14.9pp | 302.83%-286.8pp |
| Employer contribution / active EE | $1,897 | $4,103-53.8% | $3,418-44.5% | $4,761-60.2% |
| Participant deferral / active EE | $7,869 | $6,674+17.9% | $6,270+25.5% | $5,982+31.5% |
| Admin fee / account holder | $1,880 | $10,995-82.9% | $8,081-76.7% | $11,246-83.3% |