Filed February 21, 2017 (most recent of 2 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 | $52,803 | $109,881-51.9% | $150,045-64.8% | $84,808-37.7% |
| Participation rate | 71.2% | 76.1%-4.9pp | 82.3%-11.2pp | 68.3%+2.8pp |
| Annual return | 18.69% | 28.25%-9.6pp | 62.55%-43.9pp | 40.90%-22.2pp |
| Employer contribution / active EE | $1,602 | $3,561-55.0% | $4,693-65.9% | $2,631-39.1% |
| Participant deferral / active EE | $6,365 | $6,636-4.1% | $7,997-20.4% | $4,212+51.1% |
| Admin fee / account holder | $723 | $8,568-91.6% | $13,435-94.6% | $7,344-90.1% |