Filed May 4, 2015 (most recent of 2 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 | $72,559 | $57,065+27.2% | $75,670-4.1% | $70,131+3.5% |
| Participation rate | 72.1% | 68.1%+4.0pp | 72.3%-0.3pp | 69.5%+2.6pp |
| Annual return | 19.27% | 23.57%-4.3pp | 27.34%-8.1pp | 73.14%-53.9pp |
| Employer contribution / active EE | $1,418 | $1,817-21.9% | $2,352-39.7% | $2,342-39.5% |
| Participant deferral / active EE | $3,063 | $2,580+18.7% | $3,142-2.5% | $3,332-8.1% |
| Admin fee / account holder | $2,755 | $3,825-28.0% | $5,800-52.5% | $4,645-40.7% |