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 | $31,826 | $67,411-52.8% | $91,001-65.0% | $70,131-54.6% |
| Participation rate | 87.7% | 71.4%+16.3pp | 75.6%+12.1pp | 69.5%+18.1pp |
| Annual return | 16.17% | -40.16%+56.3pp | 4.60%+11.6pp | 73.14%-57.0pp |
| Employer contribution / active EE | $2,273 | $1,786+27.3% | $2,456-7.4% | $2,342-3.0% |
| Participant deferral / active EE | $3,711 | $2,823+31.5% | $3,547+4.6% | $3,332+11.4% |
| Admin fee / account holder | $1,569 | $4,236-63.0% | $5,417-71.0% | $4,645-66.2% |