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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,842 | $99,985-10.1% | $146,665-38.7% | $85,850+4.6% |
| Participation rate | 88.1% | 73.1%+15.0pp | 80.1%+8.0pp | 69.3%+18.8pp |
| Annual return | 10.96% | 18.93%-8.0pp | 22.74%-11.8pp | 318.53%-307.6pp |
| Employer contribution / active EE | $623 | $2,559-75.6% | $4,136-84.9% | $2,565-75.7% |
| Participant deferral / active EE | $2,493 | $4,006-37.8% | $5,506-54.7% | $3,952-36.9% |
| Admin fee / account holder | $11,267 | $7,702+46.3% | $10,280+9.6% | $6,260+80.0% |