Filed August 26, 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 | $28,750 | $58,512-50.9% | $84,015-65.8% | $72,985-60.6% |
| Participation rate | 75.6% | 61.2%+14.3pp | 69.0%+6.5pp | 69.5%+6.1pp |
| Annual return | 21.61% | 28.93%-7.3pp | 71.31%-49.7pp | 81.00%-59.4pp |
| Employer contribution / active EE | $260 | $1,163-77.7% | $1,983-86.9% | $2,440-89.3% |
| Participant deferral / active EE | $1,382 | $2,394-42.3% | $3,239-57.3% | $3,607-61.7% |
| Admin fee / account holder | $723 | $4,569-84.2% | $6,101-88.2% | $5,124-85.9% |