Filed September 22, 2015
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $286,590 | $159,602+79.6% | $150,045+91.0% | $142,382+101.3% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 16.04% | 70.24%-54.2pp | 62.55%-46.5pp | 217.08%-201.0pp |
| Employer contribution / active EE | $9,493 | $4,961+91.4% | $4,693+102.3% | $4,299+120.8% |
| Participant deferral / active EE | $12,319 | $8,310+48.2% | $7,997+54.0% | $6,507+89.3% |
| Admin fee / account holder | $28,798 | $14,846+94.0% | $13,435+114.4% | $12,624+128.1% |