Filed March 25, 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 9-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $84,316 | $87,013-3.1% | $106,213-20.6% | $80,856+4.3% |
| Participation rate | 80.4% | 70.4%+9.9pp | 75.3%+5.1pp | 67.6%+12.7pp |
| Annual return | 8.32% | 17.05%-8.7pp | 116.14%-107.8pp | 35.59%-27.3pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,747 | $3,986+44.2% | $5,016+14.6% | $4,296+33.8% |
| Admin fee / account holder | $17,640 | $8,431+109.2% | $11,033+59.9% | $6,918+155.0% |