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 | $598,555 | $202,432+195.7% | $169,368+253.4% | $139,434+329.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.28% | 531.74%-517.5pp | 405.60%-391.3pp | 372.94%-358.7pp |
| Employer contribution / active EE | $13,698 | $4,692+191.9% | $4,013+241.4% | $4,751+188.3% |
| Participant deferral / active EE | $17,100 | $6,938+146.5% | $6,221+174.9% | $6,710+154.8% |
| Admin fee / account holder | $1,997 | $10,708-81.3% | $9,003-77.8% | $11,403-82.5% |