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 | $90,423 | $227,553-60.3% | $189,557-52.3% | $167,490-46.0% |
| Participation rate | 93.3% | 82.5%+10.8pp | 78.4%+14.9pp | 82.1%+11.2pp |
| Annual return | 12.78% | 78.40%-65.6pp | 64.17%-51.4pp | 478.56%-465.8pp |
| Employer contribution / active EE | $4,556 | $5,316-14.3% | $4,412+3.2% | $4,837-5.8% |
| Participant deferral / active EE | $3,291 | $7,002-53.0% | $6,174-46.7% | $6,341-48.1% |
| Admin fee / account holder | $4,429 | $11,878-62.7% | $9,807-54.8% | $12,309-64.0% |