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 | $94,489 | $91,552+3.2% | $133,956-29.5% | $79,858+18.3% |
| Participation rate | 85.4% | 73.3%+12.0pp | 79.8%+5.5pp | 69.6%+15.7pp |
| Annual return | 12.14% | 61.85%-49.7pp | 45.09%-33.0pp | 31.71%-19.6pp |
| Employer contribution / active EE | $656 | $2,384-72.5% | $3,919-83.3% | $2,471-73.5% |
| Participant deferral / active EE | $2,624 | $3,733-29.7% | $5,048-48.0% | $3,740-29.8% |
| Admin fee / account holder | $11,856 | $6,321+87.6% | $8,927+32.8% | $5,306+123.4% |