Filed July 24, 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 | $74,259 | $96,956-23.4% | $70,014+6.1% | $273,961-72.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 8.02% | 12.93%-4.9pp | 12.99%-5.0pp | 41.45%-33.4pp |
| Employer contribution / active EE | $9,940 | $3,316+199.8% | $2,338+325.1% | $4,869+104.2% |
| Participant deferral / active EE | $12,616 | $3,744+237.0% | $2,931+330.5% | $5,287+138.6% |
| Admin fee / account holder | $346 | $7,934-95.6% | $4,380-92.1% | $10,132-96.6% |