Filed May 28, 2015 (most recent of 4 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 | $88,042 | $109,359-19.5% | $162,163-45.7% | $72,985+20.6% |
| Participation rate | 78.1% | 84.3%-6.1pp | 87.6%-9.4pp | 69.5%+8.6pp |
| Annual return | 21.48% | 25.46%-4.0pp | 115.59%-94.1pp | 81.00%-59.5pp |
| Employer contribution / active EE | $2,061 | $3,907-47.3% | $5,614-63.3% | $2,440-15.5% |
| Participant deferral / active EE | $4,201 | $5,481-23.4% | $7,298-42.4% | $3,607+16.5% |
| Admin fee / account holder | $25,420 | $7,972+218.9% | $10,843+134.4% | $5,124+396.1% |