Filed May 9, 2016
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 | $111,139 | $180,449-38.4% | $154,107-27.9% | $135,375-17.9% |
| Participation rate | 78.6% | 87.4%-8.9pp | 83.0%-4.5pp | 82.6%-4.1pp |
| Annual return | -5.26% | 888.09%-893.3pp | 735.12%-740.4pp | 519.73%-525.0pp |
| Employer contribution / active EE | $7,144 | $6,035+18.4% | $5,298+34.9% | $4,779+49.5% |
| Participant deferral / active EE | $3,857 | $5,806-33.6% | $5,081-24.1% | $5,609-31.2% |
| Admin fee / account holder | $751 | $16,143-95.3% | $13,411-94.4% | $10,827-93.1% |