Filed November 29, 2016 (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 | $230,143 | $109,817+109.6% | $98,442+133.8% | $167,490+37.4% |
| Participation rate | 92.9% | 75.8%+17.0pp | 73.3%+19.5pp | 82.1%+10.8pp |
| Annual return | 10.88% | 1956.69%-1945.8pp | 1492.73%-1481.8pp | 478.56%-467.7pp |
| Employer contribution / active EE | $13,300 | $3,224+312.5% | $2,960+349.4% | $4,837+174.9% |
| Participant deferral / active EE | $8,950 | $4,673+91.5% | $4,276+109.3% | $6,341+41.1% |
| Admin fee / account holder | $39,512 | $6,753+485.1% | $5,949+564.2% | $12,309+221.0% |