Filed June 5, 2017
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 | $68,653 | $63,861+7.5% | $104,607-34.4% | $79,858-14.0% |
| Participation rate | 96.8% | 64.9%+31.9pp | 74.1%+22.7pp | 69.6%+27.2pp |
| Annual return | 20.72% | 21.30%-0.6pp | 340.46%-319.7pp | 31.71%-11.0pp |
| Employer contribution / active EE | $6,075 | $1,588+282.5% | $2,681+126.6% | $2,471+145.9% |
| Participant deferral / active EE | $2,126 | $2,693-21.1% | $3,740-43.1% | $3,740-43.1% |
| Admin fee / account holder | $2,536 | $4,185-39.4% | $6,473-60.8% | $5,306-52.2% |