Filed November 6, 2014 (most recent of 2 filings on file)
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 | $202,482 | $95,416+112.2% | $185,823+9.0% | $85,850+135.9% |
| Participation rate | 90.9% | 68.8%+22.1pp | 81.7%+9.2pp | 69.3%+21.6pp |
| Annual return | 19.94% | 23.59%-3.6pp | 122.05%-102.1pp | 318.53%-298.6pp |
| Employer contribution / active EE | $840 | $3,314-74.6% | $5,167-83.7% | $2,565-67.2% |
| Participant deferral / active EE | $4,012 | $3,423+17.2% | $5,568-27.9% | $3,952+1.5% |
| Admin fee / account holder | $11,917 | $7,213+65.2% | $16,237-26.6% | $6,260+90.4% |