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 | $68,240 | $66,402+2.8% | $109,895-37.9% | $85,850-20.5% |
| Participation rate | 98.8% | 63.9%+34.9pp | 74.2%+24.6pp | 69.3%+29.5pp |
| Annual return | 21.53% | 19.59%+1.9pp | 29.45%-7.9pp | 318.53%-297.0pp |
| Employer contribution / active EE | $8,346 | $1,687+394.6% | $2,842+193.6% | $2,565+225.3% |
| Participant deferral / active EE | $2,614 | $2,842-8.0% | $4,048-35.4% | $3,952-33.9% |
| Admin fee / account holder | $1,018 | $4,557-77.7% | $6,066-83.2% | $6,260-83.7% |