Filed January 20, 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 | $223,409 | $150,440+48.5% | $136,294+63.9% | $147,584+51.4% |
| Participation rate | 86.7% | 84.4%+2.2pp | 81.9%+4.7pp | 82.8%+3.8pp |
| Annual return | 28.76% | 1049.08%-1020.3pp | 5155.94%-5127.2pp | 578.55%-549.8pp |
| Employer contribution / active EE | $4,889 | $5,256-7.0% | $4,695+4.1% | $4,876+0.3% |
| Participant deferral / active EE | $4,250 | $6,630-35.9% | $6,247-32.0% | $5,439-21.9% |
| Admin fee / account holder | $6,581 | $10,905-39.7% | $9,243-28.8% | $10,885-39.5% |