Filed April 22, 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 | $77,314 | $99,020-21.9% | $86,590-10.7% | $147,584-47.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 23.57% | 1312.34%-1288.8pp | 964.84%-941.3pp | 578.55%-555.0pp |
| Employer contribution / active EE | $9,151 | $3,132+192.2% | $2,839+222.3% | $4,876+87.7% |
| Participant deferral / active EE | $3,699 | $3,972-6.9% | $3,609+2.5% | $5,439-32.0% |
| Admin fee / account holder | $1,733 | $5,710-69.6% | $4,906-64.7% | $10,885-84.1% |