Filed February 17, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,507 | $58,208-30.4% | $81,812-50.5% | $80,856-49.9% |
| Participation rate | 88.5% | 63.4%+25.0pp | 72.3%+16.1pp | 67.6%+20.8pp |
| Annual return | 9.46% | 41.66%-32.2pp | 773.79%-764.3pp | 35.59%-26.1pp |
| Employer contribution / active EE | $3,764 | $2,340+60.9% | $2,912+29.3% | $2,755+36.6% |
| Participant deferral / active EE | $4,746 | $3,281+44.6% | $4,319+9.9% | $4,296+10.5% |
| Admin fee / account holder | $562 | $4,981-88.7% | $7,386-92.4% | $6,918-91.9% |