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 | $80,545 | $105,126-23.4% | $94,646-14.9% | $139,434-42.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 19.89% | 38.03%-18.1pp | 156.71%-136.8pp | 372.94%-353.0pp |
| Employer contribution / active EE | $3,121 | $4,106-24.0% | $3,672-15.0% | $4,751-34.3% |
| Participant deferral / active EE | $8,631 | $7,599+13.6% | $7,418+16.4% | $6,710+28.6% |
| Admin fee / account holder | $566 | $8,984-93.7% | $7,231-92.2% | $11,403-95.0% |