Filed July 30, 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 | $63,998 | $54,541+17.3% | $78,778-18.8% | $70,131-8.7% |
| Participation rate | 86.5% | 60.8%+25.7pp | 69.2%+17.3pp | 69.5%+17.0pp |
| Annual return | 13.30% | 21.07%-7.8pp | 35.62%-22.3pp | 73.14%-59.8pp |
| Employer contribution / active EE | $3,416 | $1,089+213.8% | $1,986+72.0% | $2,342+45.8% |
| Participant deferral / active EE | $5,288 | $2,210+139.3% | $2,958+78.8% | $3,332+58.7% |
| Admin fee / account holder | $2,479 | $3,709-33.2% | $5,134-51.7% | $4,645-46.6% |