Filed May 30, 2014 (most recent of 2 filings on file)
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 7-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 | $30,577 | $124,281-75.4% | $109,143-72.0% | $167,490-81.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.90% | 26.04%-12.1pp | 25.75%-11.9pp | 478.56%-464.7pp |
| Employer contribution / active EE | $4,692 | $4,207+11.5% | $3,722+26.1% | $4,837-3.0% |
| Participant deferral / active EE | $10,420 | $5,255+98.3% | $4,653+123.9% | $6,341+64.3% |
| Admin fee / account holder | $979 | $7,970-87.7% | $6,752-85.5% | $12,309-92.0% |