Filed April 18, 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.)
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 | $37,226 | $63,346-41.2% | $92,233-59.6% | $70,131-46.9% |
| Participation rate | 96.2% | 68.7%+27.5pp | 76.5%+19.7pp | 69.5%+26.6pp |
| Annual return | 14.84% | 530.12%-515.3pp | 176.28%-161.4pp | 73.14%-58.3pp |
| Employer contribution / active EE | $2,059 | $2,471-16.7% | $3,679-44.0% | $2,342-12.1% |
| Participant deferral / active EE | $5,180 | $2,854+81.5% | $3,897+32.9% | $3,332+55.5% |
| Admin fee / account holder | $3,605 | $3,840-6.1% | $5,194-30.6% | $4,645-22.4% |