Filed April 22, 2014 (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.)
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 | $68,063 | $198,466-65.7% | $170,442-60.1% | $147,584-53.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.19% | 257.29%-238.1pp | 205.93%-186.7pp | 578.55%-559.4pp |
| Employer contribution / active EE | $4,942 | $6,184-20.1% | $5,433-9.0% | $4,876+1.3% |
| Participant deferral / active EE | $1,957 | $5,629-65.2% | $4,939-60.4% | $5,439-64.0% |
| Admin fee / account holder | $323 | $16,852-98.1% | $13,880-97.7% | $10,885-97.0% |