Filed July 25, 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 | $47,295 | $65,409-27.7% | $98,442-52.0% | $85,850-44.9% |
| Participation rate | 71.4% | 65.0%+6.4pp | 73.3%-1.9pp | 69.3%+2.1pp |
| Annual return | 13.28% | 21.76%-8.5pp | 1492.73%-1479.4pp | 318.53%-305.3pp |
| Employer contribution / active EE | $266 | $2,168-87.7% | $2,960-91.0% | $2,565-89.6% |
| Participant deferral / active EE | $2,246 | $3,166-29.1% | $4,276-47.5% | $3,952-43.2% |
| Admin fee / account holder | $1,598 | $4,593-65.2% | $5,949-73.1% | $6,260-74.5% |