Filed August 4, 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 | $84,348 | $76,552+10.2% | $123,892-31.9% | $62,891+34.1% |
| Participation rate | 76.9% | 73.0%+3.9pp | 81.4%-4.5pp | 69.3%+7.6pp |
| Annual return | 14.37% | 18.68%-4.3pp | 47.52%-33.1pp | 20.14%-5.8pp |
| Employer contribution / active EE | $2,868 | $2,883-0.5% | $4,617-37.9% | $2,281+25.7% |
| Participant deferral / active EE | $5,967 | $4,840+23.3% | $5,984-0.3% | $3,203+86.3% |
| Admin fee / account holder | $5,259 | $4,826+9.0% | $8,357-37.1% | $4,296+22.4% |