Filed February 3, 2015
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 | $137,893 | $60,349+128.5% | $74,183+85.9% | $62,891+119.3% |
| Participation rate | 93.3% | 72.7%+20.6pp | 76.6%+16.7pp | 69.3%+24.0pp |
| Annual return | 6.61% | 21.37%-14.8pp | 17.74%-11.1pp | 20.14%-13.5pp |
| Employer contribution / active EE | $866 | $1,680-48.5% | $2,370-63.5% | $2,281-62.0% |
| Participant deferral / active EE | $7,118 | $2,856+149.2% | $3,550+100.5% | $3,203+122.2% |
| Admin fee / account holder | $12,702 | $4,261+198.1% | $5,586+127.4% | $4,296+195.7% |