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 | $73,930 | $100,852-26.7% | $90,404-18.2% | $158,922-53.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 6.82% | 1724.20%-1717.4pp | 1293.02%-1286.2pp | 302.83%-296.0pp |
| Employer contribution / active EE | $13,345 | $3,689+261.8% | $3,262+309.1% | $4,761+180.3% |
| Participant deferral / active EE | $2,682 | $4,348-38.3% | $3,963-32.3% | $5,982-55.2% |
| Admin fee / account holder | $538 | $6,501-91.7% | $5,611-90.4% | $11,246-95.2% |