Filed March 25, 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 | $146,016 | $111,301+31.2% | $112,977+29.2% | $158,922-8.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 13.48% | 26.40%-12.9pp | 24.24%-10.8pp | 302.83%-289.3pp |
| Employer contribution / active EE | $10,671 | $4,471+138.7% | $4,255+150.8% | $4,761+124.1% |
| Participant deferral / active EE | $7,976 | $5,880+35.6% | $5,836+36.7% | $5,982+33.3% |
| Admin fee / account holder | $3,957 | $8,392-52.8% | $6,294-37.1% | $11,246-64.8% |