Filed August 4, 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 | $32,673 | $94,625-65.5% | $116,228-71.9% | $84,808-61.5% |
| Participation rate | 83.9% | 70.4%+13.5pp | 74.6%+9.4pp | 68.3%+15.6pp |
| Annual return | 19.00% | 20.40%-1.4pp | 90.06%-71.1pp | 40.90%-21.9pp |
| Employer contribution / active EE | $816 | $2,347-65.2% | $2,994-72.8% | $2,631-69.0% |
| Participant deferral / active EE | $2,413 | $3,972-39.2% | $4,953-51.3% | $4,212-42.7% |
| Admin fee / account holder | $549 | $10,091-94.6% | $11,989-95.4% | $7,344-92.5% |