Filed June 19, 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,454 | $57,354+61.2% | $83,848+10.3% | $64,186+44.0% |
| Participation rate | 96.8% | 68.6%+28.2pp | 76.1%+20.6pp | 69.6%+27.2pp |
| Annual return | -6.75% | 11.38%-18.1pp | 850.88%-857.6pp | 7.63%-14.4pp |
| Employer contribution / active EE | $3,106 | $2,545+22.0% | $3,631-14.5% | $2,381+30.4% |
| Participant deferral / active EE | $12,790 | $2,993+327.3% | $4,082+213.4% | $3,470+268.6% |
| Admin fee / account holder | $7,803 | $4,046+92.9% | $5,478+42.4% | $4,888+59.6% |