Filed December 31, 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 | $95,018 | $99,020-4.0% | $86,590+9.7% | $147,584-35.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.54% | 1312.34%-1299.8pp | 964.84%-952.3pp | 578.55%-566.0pp |
| Employer contribution / active EE | $2,860 | $3,132-8.7% | $2,839+0.7% | $4,876-41.4% |
| Participant deferral / active EE | $4,699 | $3,972+18.3% | $3,609+30.2% | $5,439-13.6% |
| Admin fee / account holder | $2,440 | $5,710-57.3% | $4,906-50.3% | $10,885-77.6% |