Filed March 20, 2015 (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 | $72,590 | $138,044-47.4% | $125,339-42.1% | $134,475-46.0% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+11.0pp | 81.2%+12.1pp |
| Annual return | -10.04% | 750.33%-760.4pp | 572.05%-582.1pp | 417.96%-428.0pp |
| Employer contribution / active EE | $13,571 | $5,243+158.8% | $4,814+181.9% | $4,740+186.3% |
| Participant deferral / active EE | $11,949 | $7,799+53.2% | $7,446+60.5% | $6,400+86.7% |
| Admin fee / account holder | $75,547 | $11,571+552.9% | $10,010+654.7% | $11,426+561.2% |