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.)
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 | $96,681 | $109,413-11.6% | $156,263-38.1% | $84,808+14.0% |
| Participation rate | 86.4% | 72.7%+13.7pp | 78.9%+7.5pp | 68.3%+18.1pp |
| Annual return | 12.71% | 20.18%-7.5pp | 59.47%-46.8pp | 40.90%-28.2pp |
| Employer contribution / active EE | $705 | $2,907-75.8% | $4,333-83.7% | $2,631-73.2% |
| Participant deferral / active EE | $3,307 | $4,590-27.9% | $6,158-46.3% | $4,212-21.5% |
| Admin fee / account holder | $10,743 | $9,357+14.8% | $14,255-24.6% | $7,344+46.3% |