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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $51,214 | $102,966-50.3% | $90,281-43.3% | $152,861-66.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 1.61% | 95.16%-93.6pp | 78.10%-76.5pp | 345.32%-343.7pp |
| Employer contribution / active EE | $10,497 | $3,139+234.4% | $2,854+267.7% | $4,762+120.4% |
| Participant deferral / active EE | $3,132 | $4,281-26.9% | $3,885-19.4% | $5,850-46.5% |
| Admin fee / account holder | $352 | $6,171-94.3% | $5,351-93.4% | $11,596-97.0% |