Filed March 22, 2015 (most recent of 2 filings on file)
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $730,172 | $133,922+445.2% | $116,228+528.2% | $142,382+412.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 3.95% | 147.76%-143.8pp | 90.06%-86.1pp | 217.08%-213.1pp |
| Employer contribution / active EE | $35,653 | $3,446+934.7% | $2,994+1090.6% | $4,299+729.3% |
| Participant deferral / active EE | $8,899 | $5,672+56.9% | $4,953+79.7% | $6,507+36.7% |
| Admin fee / account holder | $3,188 | $14,945-78.7% | $11,989-73.4% | $12,624-74.7% |