Filed June 14, 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 | $149,812 | $78,672+90.4% | $109,143+37.3% | $85,850+74.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 15.31% | 25.09%-9.8pp | 25.75%-10.4pp | 318.53%-303.2pp |
| Employer contribution / active EE | $5,877 | $2,735+114.9% | $3,722+57.9% | $2,565+129.1% |
| Participant deferral / active EE | $7,437 | $3,467+114.5% | $4,653+59.8% | $3,952+88.2% |
| Admin fee / account holder | $9,248 | $5,469+69.1% | $6,752+37.0% | $6,260+47.7% |