Filed September 15, 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 | $58,680 | $105,181-44.2% | $159,436-63.2% | $85,850-31.6% |
| Participation rate | 94.2% | 75.8%+18.4pp | 82.8%+11.4pp | 69.3%+24.9pp |
| Annual return | 28.91% | 45.07%-16.2pp | 263.57%-234.7pp | 318.53%-289.6pp |
| Employer contribution / active EE | $4,900 | $3,318+47.7% | $4,829+1.5% | $2,565+91.0% |
| Participant deferral / active EE | $7,707 | $5,945+29.6% | $7,352+4.8% | $3,952+95.0% |
| Admin fee / account holder | $4,571 | $6,933-34.1% | $10,799-57.7% | $6,260-27.0% |