Filed June 7, 2014 (most recent of 4 filings on file)
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 | $75,243 | $58,694+28.2% | $142,863-47.3% | $85,850-12.4% |
| Participation rate | 76.4% | 58.5%+17.9pp | 71.9%+4.4pp | 69.3%+7.0pp |
| Annual return | 16.00% | 27.72%-11.7pp | 5637.54%-5621.5pp | 318.53%-302.5pp |
| Employer contribution / active EE | $1,870 | $1,423+31.4% | $4,144-54.9% | $2,565-27.1% |
| Participant deferral / active EE | $6,292 | $2,607+141.3% | $3,837+64.0% | $3,952+59.2% |
| Admin fee / account holder | $3,594 | $4,239-15.2% | $6,560-45.2% | $6,260-42.6% |