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 | $76,576 | $123,793-38.1% | $177,821-56.9% | $79,858-4.1% |
| Participation rate | 87.3% | 84.7%+2.7pp | 87.7%-0.4pp | 69.6%+17.7pp |
| Annual return | 15.63% | 22.82%-7.2pp | 48.32%-32.7pp | 31.71%-16.1pp |
| Employer contribution / active EE | $1,605 | $4,095-60.8% | $5,918-72.9% | $2,471-35.1% |
| Participant deferral / active EE | $4,252 | $5,956-28.6% | $7,714-44.9% | $3,740+13.7% |
| Admin fee / account holder | $1,757 | $7,243-75.7% | $12,427-85.9% | $5,306-66.9% |