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.
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 | $85,884 | $114,047-24.7% | $96,139-10.7% | $167,490-48.7% |
| Participation rate | 80.0% | 75.1%+4.9pp | 68.4%+11.6pp | 82.1%-2.1pp |
| Annual return | 8.46% | 189.88%-181.4pp | 191.94%-183.5pp | 478.56%-470.1pp |
| Employer contribution / active EE | $800 | $3,427-76.6% | $2,797-71.4% | $4,837-83.5% |
| Participant deferral / active EE | $2,409 | $5,194-53.6% | $4,349-44.6% | $6,341-62.0% |
| Admin fee / account holder | $3,397 | $6,897-50.7% | $5,537-38.6% | $12,309-72.4% |