Filed October 24, 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,749 | $50,643-11.6% | $106,619-58.0% | $55,167-18.9% |
| Participation rate | 85.5% | 65.6%+19.9pp | 78.0%+7.5pp | 69.0%+16.5pp |
| Annual return | 38.16% | 7.02%+31.1pp | 9.42%+28.7pp | 169.23%-131.1pp |
| Employer contribution / active EE | $1,506 | $1,626-7.3% | $3,947-61.8% | $1,963-23.2% |
| Participant deferral / active EE | $2,591 | $2,208+17.3% | $3,930-34.1% | $3,054-15.2% |
| Admin fee / account holder | $498 | $488+2.2% | $6,418-92.2% | $504-1.1% |