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 | $69,944 | $91,190-23.3% | $178,490-60.8% | $79,858-12.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 22.35% | 24.19%-1.8pp | 151.07%-128.7pp | 31.71%-9.4pp |
| Employer contribution / active EE | $3,484 | $3,256+7.0% | $5,011-30.5% | $2,471+41.0% |
| Participant deferral / active EE | $9,092 | $3,236+181.0% | $5,202+74.8% | $3,740+143.1% |
| Admin fee / account holder | $2,399 | $6,751-64.5% | $13,984-82.8% | $5,306-54.8% |