Filed July 11, 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 | $49,995 | $85,202-41.3% | $172,739-71.1% | $72,985-31.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 24.46% | 27.32%-2.9pp | 802.84%-778.4pp | 81.00%-56.5pp |
| Employer contribution / active EE | $2,397 | $3,324-27.9% | $5,143-53.4% | $2,440-1.8% |
| Participant deferral / active EE | $7,775 | $3,260+138.5% | $5,198+49.6% | $3,607+115.5% |
| Admin fee / account holder | $8,387 | $5,884+42.5% | $13,954-39.9% | $5,124+63.7% |