Filed March 17, 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 | $128,460 | $68,097+88.6% | $62,929+104.1% | $137,256-6.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 14.98% | 1859.11%-1844.1pp | 1063.93%-1048.9pp | 220.34%-205.4pp |
| Employer contribution / active EE | $12,462 | $2,811+343.3% | $2,505+397.6% | $4,156+199.8% |
| Participant deferral / active EE | $1,980 | $4,553-56.5% | $3,888-49.1% | $6,407-69.1% |
| Admin fee / account holder | $13,236 | $6,521+103.0% | $5,065+161.3% | $12,270+7.9% |