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 | $179,992 | $72,277+149.0% | $101,248+77.8% | $79,858+125.4% |
| Participation rate | 96.6% | 68.5%+28.1pp | 75.8%+20.7pp | 69.6%+26.9pp |
| Annual return | 21.76% | 22.30%-0.5pp | 46.47%-24.7pp | 31.71%-10.0pp |
| Employer contribution / active EE | $3,620 | $2,692+34.5% | $3,660-1.1% | $2,471+46.5% |
| Participant deferral / active EE | $15,117 | $3,282+360.7% | $4,370+245.9% | $3,740+304.2% |
| Admin fee / account holder | $1,507 | $4,400-65.8% | $5,945-74.7% | $5,306-71.6% |