Filed July 30, 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 | $94,007 | $83,477+12.6% | $125,175-24.9% | $72,985+28.8% |
| Participation rate | 85.7% | 73.3%+12.4pp | 79.8%+5.9pp | 69.5%+16.2pp |
| Annual return | 18.16% | 25.78%-7.6pp | 43.79%-25.6pp | 81.00%-62.8pp |
| Employer contribution / active EE | $680 | $2,345-71.0% | $3,865-82.4% | $2,440-72.1% |
| Participant deferral / active EE | $2,953 | $3,585-17.6% | $4,937-40.2% | $3,607-18.1% |
| Admin fee / account holder | $2,871 | $5,517-48.0% | $9,702-70.4% | $5,124-44.0% |