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 | $37,557 | $63,346-40.7% | $92,233-59.3% | $70,131-46.4% |
| Participation rate | 80.0% | 68.7%+11.3pp | 76.5%+3.5pp | 69.5%+10.5pp |
| Annual return | 19.84% | 530.12%-510.3pp | 176.28%-156.4pp | 73.14%-53.3pp |
| Employer contribution / active EE | $2,357 | $2,471-4.6% | $3,679-35.9% | $2,342+0.6% |
| Participant deferral / active EE | $6,448 | $2,854+125.9% | $3,897+65.5% | $3,332+93.5% |
| Admin fee / account holder | $2,092 | $3,840-45.5% | $5,194-59.7% | $4,645-55.0% |