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 | $59,023 | $82,664-28.6% | $125,339-52.9% | $68,494-13.8% |
| Participation rate | 96.8% | 75.0%+21.8pp | 82.4%+14.4pp | 67.9%+28.9pp |
| Annual return | -2.11% | -5.97%+3.9pp | 572.05%-574.2pp | -7.84%+5.7pp |
| Employer contribution / active EE | $3,584 | $3,381+6.0% | $4,814-25.5% | $2,596+38.0% |
| Participant deferral / active EE | $7,652 | $6,110+25.2% | $7,446+2.8% | $4,027+90.0% |
| Admin fee / account holder | $6,180 | $6,275-1.5% | $10,010-38.3% | $5,403+14.4% |