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 | $91,343 | $88,751+2.9% | $81,812+11.6% | $145,922-37.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 45.53% | 1025.40%-979.9pp | 773.79%-728.3pp | 561.29%-515.8pp |
| Employer contribution / active EE | $14,291 | $3,083+363.5% | $2,912+390.7% | $4,660+206.7% |
| Participant deferral / active EE | $11,012 | $4,643+137.2% | $4,319+155.0% | $6,688+64.7% |
| Admin fee / account holder | $6,242 | $8,415-25.8% | $7,386-15.5% | $13,397-53.4% |