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 | $88,550 | $91,538-3.3% | $129,995-31.9% | $75,163+17.8% |
| Participation rate | 91.4% | 71.4%+20.0pp | 78.5%+12.9pp | 67.2%+24.2pp |
| Annual return | 14.70% | -631.11%+645.8pp | -137.18%+151.9pp | 160.62%-145.9pp |
| Employer contribution / active EE | $853 | $2,845-70.0% | $4,320-80.3% | $2,670-68.1% |
| Participant deferral / active EE | $3,767 | $4,341-13.2% | $5,820-35.3% | $4,125-8.7% |
| Admin fee / account holder | $6,617 | $6,790-2.6% | $10,614-37.7% | $5,651+17.1% |