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 | $58,575 | $73,933-20.8% | $96,683-39.4% | $75,163-22.1% |
| Participation rate | 82.7% | 66.4%+16.3pp | 74.3%+8.4pp | 67.2%+15.5pp |
| Annual return | 24.34% | 26.70%-2.4pp | 35.69%-11.4pp | 160.62%-136.3pp |
| Employer contribution / active EE | $3,315 | $2,928+13.2% | $3,737-11.3% | $2,670+24.2% |
| Participant deferral / active EE | $9,440 | $3,659+158.0% | $4,878+93.5% | $4,125+128.8% |
| Admin fee / account holder | $2,773 | $5,216-46.8% | $6,730-58.8% | $5,651-50.9% |