Filed November 8, 2014 (most recent of 3 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,051 | $132,049+12.9% | $200,582-25.7% | $74,304+100.6% |
| Participation rate | 85.8% | 84.1%+1.8pp | 86.9%-1.0pp | 60.3%+25.5pp |
| Annual return | 14.77% | 22.22%-7.4pp | 42.33%-27.6pp | 29.43%-14.7pp |
| Employer contribution / active EE | $4,436 | $4,558-2.7% | $6,419-30.9% | $2,241+97.9% |
| Participant deferral / active EE | $4,717 | $7,213-34.6% | $9,331-49.4% | $3,767+25.2% |
| Admin fee / account holder | $22,927 | $2,405+853.4% | $16,305+40.6% | $2,969+672.2% |