Filed December 3, 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 | $45,993 | $62,672-26.6% | $185,117-75.2% | $70,131-34.4% |
| Participation rate | 79.7% | 63.8%+15.9pp | 77.3%+2.4pp | 69.5%+10.1pp |
| Annual return | 19.01% | 40.79%-21.8pp | 40.50%-21.5pp | 73.14%-54.1pp |
| Employer contribution / active EE | $2,700 | $1,753+54.0% | $4,182-35.4% | $2,342+15.3% |
| Participant deferral / active EE | $5,729 | $3,272+75.1% | $5,045+13.6% | $3,332+72.0% |
| Admin fee / account holder | $2,435 | $3,932-38.1% | $8,159-70.2% | $4,645-47.6% |