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 | $56,996 | $109,817-48.1% | $98,442-42.1% | $167,490-66.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 17.89% | 1956.69%-1938.8pp | 1492.73%-1474.8pp | 478.56%-460.7pp |
| Employer contribution / active EE | $7,576 | $3,224+135.0% | $2,960+156.0% | $4,837+56.6% |
| Participant deferral / active EE | $4,174 | $4,673-10.7% | $4,276-2.4% | $6,341-34.2% |
| Admin fee / account holder | $17,905 | $6,753+165.2% | $5,949+201.0% | $12,309+45.5% |