Filed January 27, 2015
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 | $147,309 | $185,822-20.7% | $169,993-13.3% | $139,434+5.6% |
| Participation rate | 91.7% | 87.8%+3.9pp | 87.0%+4.7pp | 80.3%+11.3pp |
| Annual return | 21.29% | 60.50%-39.2pp | 53.37%-32.1pp | 372.94%-351.7pp |
| Employer contribution / active EE | $8,450 | $7,590+11.3% | $6,785+24.5% | $4,751+77.9% |
| Participant deferral / active EE | $16,900 | $11,622+45.4% | $10,408+62.4% | $6,710+151.9% |
| Admin fee / account holder | $8,281 | $15,381-46.2% | $12,815-35.4% | $11,403-27.4% |