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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $160,302 | $135,952+17.9% | $123,892+29.4% | $273,961-41.5% |
| Participation rate | 92.9% | 84.1%+8.8pp | 81.4%+11.4pp | 83.0%+9.8pp |
| Annual return | 2.87% | 56.63%-53.8pp | 47.52%-44.6pp | 41.45%-38.6pp |
| Employer contribution / active EE | $7,264 | $5,170+40.5% | $4,617+57.3% | $4,869+49.2% |
| Participant deferral / active EE | $7,022 | $6,343+10.7% | $5,984+17.3% | $5,287+32.8% |
| Admin fee / account holder | $636 | $9,817-93.5% | $8,357-92.4% | $10,132-93.7% |