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 | $35,689 | $70,428-49.3% | $96,562-63.0% | $85,850-58.4% |
| Participation rate | 77.1% | 61.8%+15.3pp | 69.8%+7.3pp | 69.3%+7.8pp |
| Annual return | 17.59% | 18.59%-1.0pp | 37.78%-20.2pp | 318.53%-300.9pp |
| Employer contribution / active EE | $331 | $1,413-76.5% | $2,356-85.9% | $2,565-87.1% |
| Participant deferral / active EE | $1,857 | $2,894-35.8% | $3,849-51.8% | $3,952-53.0% |
| Admin fee / account holder | $2,438 | $4,997-51.2% | $6,181-60.6% | $6,260-61.1% |