Filed November 17, 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,436 | $90,503+91.6% | $78,689+120.4% | $273,961-36.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 10.45% | 75.60%-65.2pp | 62.18%-51.7pp | 41.45%-31.0pp |
| Employer contribution / active EE | $8,534 | $3,176+168.7% | $2,851+199.4% | $4,869+75.3% |
| Participant deferral / active EE | $7,807 | $3,901+100.1% | $3,517+122.0% | $5,287+47.7% |
| Admin fee / account holder | $523 | $5,263-90.1% | $4,510-88.4% | $10,132-94.8% |