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 | $154,228+85.8% | $145,433+97.1% | $137,256+108.8% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 16.04% | 74.59%-58.6pp | 66.58%-50.5pp | 220.34%-204.3pp |
| Employer contribution / active EE | $9,493 | $4,804+97.6% | $4,554+108.4% | $4,156+128.4% |
| Participant deferral / active EE | $12,319 | $8,216+49.9% | $7,897+56.0% | $6,407+92.3% |
| Admin fee / account holder | $28,798 | $14,344+100.8% | $13,129+119.3% | $12,270+134.7% |