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 | $124,516 | $104,251+19.4% | $91,001+36.8% | $147,584-15.6% |
| Participation rate | 95.8% | 78.2%+17.6pp | 75.6%+20.2pp | 82.8%+13.0pp |
| Annual return | 18.13% | 27.06%-8.9pp | 4.60%+13.5pp | 578.55%-560.4pp |
| Employer contribution / active EE | $3,652 | $3,116+17.2% | $2,456+48.7% | $4,876-25.1% |
| Participant deferral / active EE | $8,714 | $4,195+107.7% | $3,547+145.6% | $5,439+60.2% |
| Admin fee / account holder | $8,471 | $8,948-5.3% | $5,417+56.4% | $10,885-22.2% |