Filed March 17, 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 | $63,591 | $76,552-16.9% | $123,892-48.7% | $62,891+1.1% |
| Participation rate | 98.4% | 73.0%+25.4pp | 81.4%+16.9pp | 69.3%+29.1pp |
| Annual return | 11.81% | 18.68%-6.9pp | 47.52%-35.7pp | 20.14%-8.3pp |
| Employer contribution / active EE | $7,950 | $2,883+175.8% | $4,617+72.2% | $2,281+248.6% |
| Participant deferral / active EE | $12,939 | $4,840+167.3% | $5,984+116.2% | $3,203+304.0% |
| Admin fee / account holder | $15,661 | $4,826+224.5% | $8,357+87.4% | $4,296+264.6% |