Filed March 25, 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 | $46,923 | $45,152+3.9% | $73,843-36.5% | $59,632-21.3% |
| Participation rate | 91.0% | 64.0%+27.0pp | 73.4%+17.6pp | 68.7%+22.4pp |
| Annual return | -0.06% | 27.40%-27.5pp | 2267.84%-2267.9pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $2,102 | $1,902+10.5% | $2,787-24.6% | $2,203-4.6% |
| Participant deferral / active EE | $3,900 | $2,574+51.5% | $3,583+8.8% | $3,192+22.2% |
| Admin fee / account holder | $1,908 | $3,516-45.7% | $4,880-60.9% | $4,297-55.6% |