Filed June 24, 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.)
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 | $126,247 | $109,881+14.9% | $150,045-15.9% | $84,808+48.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 9.35% | 28.25%-18.9pp | 62.55%-53.2pp | 40.90%-31.5pp |
| Employer contribution / active EE | $1,248 | $3,561-65.0% | $4,693-73.4% | $2,631-52.6% |
| Participant deferral / active EE | $3,469 | $6,636-47.7% | $7,997-56.6% | $4,212-17.6% |
| Admin fee / account holder | $354 | $8,568-95.9% | $13,435-97.4% | $7,344-95.2% |