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 | $46,932 | $65,365-28.2% | $92,893-49.5% | $72,985-35.7% |
| Participation rate | 71.4% | 68.3%+3.1pp | 76.0%-4.6pp | 69.5%+1.9pp |
| Annual return | 31.29% | 42.10%-10.8pp | 109.41%-78.1pp | 81.00%-49.7pp |
| Employer contribution / active EE | $1,986 | $2,594-23.4% | $3,653-45.6% | $2,440-18.6% |
| Participant deferral / active EE | $5,703 | $3,128+82.3% | $4,236+34.6% | $3,607+58.1% |
| Admin fee / account holder | $1,983 | $4,251-53.4% | $5,794-65.8% | $5,124-61.3% |