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 | $80,902 | $63,764+26.9% | $81,930-1.3% | $79,858+1.3% |
| Participation rate | 77.0% | 67.5%+9.5pp | 72.0%+5.1pp | 69.6%+7.4pp |
| Annual return | 23.76% | 22.66%+1.1pp | 29.49%-5.7pp | 31.71%-8.0pp |
| Employer contribution / active EE | $1,905 | $1,795+6.1% | $4,310-55.8% | $2,471-22.9% |
| Participant deferral / active EE | $4,634 | $2,780+66.7% | $7,107-34.8% | $3,740+23.9% |
| Admin fee / account holder | $916 | $4,426-79.3% | $5,158-82.2% | $5,306-82.7% |