Filed July 2, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $72,485 | $104,907-30.9% | $84,611-14.3% | $152,861-52.6% |
| Participation rate | 88.9% | 74.8%+14.1pp | 68.2%+20.7pp | 82.4%+6.4pp |
| Annual return | 10.40% | 373.79%-363.4pp | 258.74%-248.3pp | 345.32%-334.9pp |
| Employer contribution / active EE | $148 | $3,302-95.5% | $2,652-94.4% | $4,762-96.9% |
| Participant deferral / active EE | $742 | $4,688-84.2% | $3,899-81.0% | $5,850-87.3% |
| Admin fee / account holder | $1,397 | $6,241-77.6% | $4,912-71.6% | $11,596-88.0% |