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 | $87,324 | $58,512+49.2% | $84,015+3.9% | $72,985+19.6% |
| Participation rate | 77.3% | 61.2%+16.0pp | 69.0%+8.3pp | 69.5%+7.8pp |
| Annual return | 18.04% | 28.93%-10.9pp | 71.31%-53.3pp | 81.00%-63.0pp |
| Employer contribution / active EE | $3,594 | $1,163+209.0% | $1,983+81.2% | $2,440+47.3% |
| Participant deferral / active EE | $5,382 | $2,394+124.8% | $3,239+66.2% | $3,607+49.2% |
| Admin fee / account holder | $2,781 | $4,569-39.1% | $6,101-54.4% | $5,124-45.7% |