Filed June 26, 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).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,934 | $88,751+48.7% | $81,812+61.3% | $145,922-9.6% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.3%+11.0pp | 80.3%+3.1pp |
| Annual return | 12.44% | 1025.40%-1013.0pp | 773.79%-761.3pp | 561.29%-548.8pp |
| Employer contribution / active EE | $11,273 | $3,083+265.6% | $2,912+287.1% | $4,660+141.9% |
| Participant deferral / active EE | $16,736 | $4,643+260.4% | $4,319+287.5% | $6,688+150.3% |
| Admin fee / account holder | $14,279 | $8,415+69.7% | $7,386+93.3% | $13,397+6.6% |