Filed December 31, 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.)
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 | $241,160 | $177,572+35.8% | $154,803+55.8% | $142,382+69.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 4.98% | 65.07%-60.1pp | 58.88%-53.9pp | 217.08%-212.1pp |
| Employer contribution / active EE | $5,633 | $4,810+17.1% | $4,305+30.8% | $4,299+31.0% |
| Participant deferral / active EE | $6,559 | $6,272+4.6% | $5,540+18.4% | $6,507+0.8% |
| Admin fee / account holder | $26,709 | $16,786+59.1% | $14,329+86.4% | $12,624+111.6% |