Filed December 19, 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 | $85,169 | $226,064-62.3% | $182,532-53.3% | $152,861-44.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 17.76% | 192.51%-174.7pp | 148.54%-130.8pp | 345.32%-327.6pp |
| Employer contribution / active EE | $5,927 | $4,978+19.0% | $4,076+45.4% | $4,762+24.4% |
| Participant deferral / active EE | $5,491 | $6,368-13.8% | $5,524-0.6% | $5,850-6.1% |
| Admin fee / account holder | $4,756 | $10,703-55.6% | $8,592-44.6% | $11,596-59.0% |