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 | $65,307 | $91,407-28.6% | $135,903-51.9% | $71,457-8.6% |
| Participation rate | 95.1% | 75.7%+19.5pp | 81.9%+13.2pp | 67.9%+27.2pp |
| Annual return | 22.68% | 29.90%-7.2pp | 68.23%-45.6pp | 28.85%-6.2pp |
| Employer contribution / active EE | $3,543 | $3,703-4.3% | $4,856-27.0% | $2,588+36.9% |
| Participant deferral / active EE | $6,584 | $7,092-7.2% | $7,758-15.1% | $4,289+53.5% |
| Admin fee / account holder | $4,798 | $1,266+279.1% | $10,762-55.4% | $1,587+202.3% |