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 | $66,888 | $72,277-7.5% | $101,248-33.9% | $79,858-16.2% |
| Participation rate | 73.2% | 68.5%+4.8pp | 75.8%-2.6pp | 69.6%+3.6pp |
| Annual return | 19.28% | 22.30%-3.0pp | 46.47%-27.2pp | 31.71%-12.4pp |
| Employer contribution / active EE | $2,242 | $2,692-16.7% | $3,660-38.7% | $2,471-9.3% |
| Participant deferral / active EE | $6,889 | $3,282+109.9% | $4,370+57.6% | $3,740+84.2% |
| Admin fee / account holder | $1,986 | $4,400-54.9% | $5,945-66.6% | $5,306-62.6% |