Filed February 15, 2017
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 | $29,528 | $87,540-66.3% | $75,781-61.0% | $125,391-76.5% |
| Participation rate | 77.3% | 80.2%-2.9pp | 75.8%+1.5pp | 83.2%-5.9pp |
| Annual return | -1.88% | 13.48%-15.4pp | 9.68%-11.6pp | 282.22%-284.1pp |
| Employer contribution / active EE | $2,101 | $3,930-46.5% | $3,323-36.8% | $4,866-56.8% |
| Participant deferral / active EE | $6,077 | $4,229+43.7% | $3,651+66.4% | $5,352+13.5% |
| Admin fee / account holder | $6,085 | $6,502-6.4% | $5,299+14.8% | $9,540-36.2% |