Filed February 13, 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 | $69,373 | $109,359-36.6% | $162,163-57.2% | $72,985-4.9% |
| Participation rate | 87.9% | 84.3%+3.6pp | 87.6%+0.3pp | 69.5%+18.4pp |
| Annual return | 26.62% | 25.46%+1.2pp | 115.59%-89.0pp | 81.00%-54.4pp |
| Employer contribution / active EE | $1,481 | $3,907-62.1% | $5,614-73.6% | $2,440-39.3% |
| Participant deferral / active EE | $3,814 | $5,481-30.4% | $7,298-47.7% | $3,607+5.7% |
| Admin fee / account holder | $1,726 | $7,972-78.3% | $10,843-84.1% | $5,124-66.3% |