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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,917 | $76,552-11.3% | $123,892-45.2% | $62,891+8.0% |
| Participation rate | 89.6% | 73.0%+16.6pp | 81.4%+8.2pp | 69.3%+20.3pp |
| Annual return | 9.49% | 18.68%-9.2pp | 47.52%-38.0pp | 20.14%-10.7pp |
| Employer contribution / active EE | $2,548 | $2,883-11.6% | $4,617-44.8% | $2,281+11.7% |
| Participant deferral / active EE | $6,406 | $4,840+32.4% | $5,984+7.0% | $3,203+100.0% |
| Admin fee / account holder | $2,330 | $4,826-51.7% | $8,357-72.1% | $4,296-45.8% |