Filed June 8, 2015
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 | $111,385 | $99,079+12.4% | $77,999+42.8% | $273,961-59.3% |
| Participation rate | 91.3% | 78.6%+12.7pp | 75.5%+15.8pp | 83.0%+8.3pp |
| Annual return | 9.04% | 217.93%-208.9pp | 425.96%-416.9pp | 41.45%-32.4pp |
| Employer contribution / active EE | $3,217 | $3,308-2.7% | $2,470+30.2% | $4,869-33.9% |
| Participant deferral / active EE | $7,958 | $4,306+84.8% | $3,497+127.6% | $5,287+50.5% |
| Admin fee / account holder | $2,477 | $8,954-72.3% | $5,480-54.8% | $10,132-75.5% |