Filed January 6, 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $627,884 | $226,064+177.7% | $182,532+244.0% | $152,861+310.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 19.94% | 192.51%-172.6pp | 148.54%-128.6pp | 345.32%-325.4pp |
| Employer contribution / active EE | $12,345 | $4,978+148.0% | $4,076+202.9% | $4,762+159.2% |
| Participant deferral / active EE | $14,800 | $6,368+132.4% | $5,524+167.9% | $5,850+153.0% |
| Admin fee / account holder | $3,109 | $10,703-71.0% | $8,592-63.8% | $11,596-73.2% |