Filed May 14, 2014
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 | $23,407 | $58,828-60.2% | $77,999-70.0% | $62,891-62.8% |
| Participation rate | 86.4% | 71.1%+15.4pp | 75.5%+10.9pp | 69.3%+17.1pp |
| Annual return | 7.07% | 17.16%-10.1pp | 425.96%-418.9pp | 20.14%-13.1pp |
| Employer contribution / active EE | $2,303 | $1,672+37.8% | $2,470-6.8% | $2,281+1.0% |
| Participant deferral / active EE | $3,709 | $2,686+38.1% | $3,497+6.1% | $3,203+15.8% |
| Admin fee / account holder | $2,510 | $4,393-42.9% | $5,480-54.2% | $4,296-41.6% |