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.)
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 | $70,434 | $93,024-24.3% | $77,024-8.6% | $134,475-47.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -14.59% | 62.60%-77.2pp | 42.32%-56.9pp | 417.96%-432.6pp |
| Employer contribution / active EE | $756 | $3,418-77.9% | $2,812-73.1% | $4,740-84.0% |
| Participant deferral / active EE | $1,497 | $5,238-71.4% | $4,426-66.2% | $6,400-76.6% |
| Admin fee / account holder | $3,884 | $6,944-44.1% | $5,425-28.4% | $11,426-66.0% |