Filed April 1, 2015
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 | $27,929 | $56,897-50.9% | $84,750-67.0% | $62,891-55.6% |
| Participation rate | 90.9% | 68.5%+22.4pp | 76.6%+14.3pp | 69.3%+21.6pp |
| Annual return | 9.16% | 6.30%+2.9pp | 22.78%-13.6pp | 20.14%-11.0pp |
| Employer contribution / active EE | $2,365 | $2,400-1.5% | $3,574-33.8% | $2,281+3.7% |
| Participant deferral / active EE | $3,853 | $2,709+42.2% | $3,712+3.8% | $3,203+20.3% |
| Admin fee / account holder | $1,122 | $3,581-68.7% | $5,332-79.0% | $4,296-73.9% |