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 | $109,548 | $100,901+8.6% | $75,670+44.8% | $147,584-25.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 17.34% | 35.78%-18.4pp | 27.34%-10.0pp | 578.55%-561.2pp |
| Employer contribution / active EE | $11,713 | $3,253+260.0% | $2,352+398.1% | $4,876+140.2% |
| Participant deferral / active EE | $15,181 | $4,027+277.0% | $3,142+383.1% | $5,439+179.1% |
| Admin fee / account holder | $903 | $11,285-92.0% | $5,800-84.4% | $10,885-91.7% |