Filed February 21, 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 | $73,195 | $158,817-53.9% | $121,196-39.6% | $135,375-45.9% |
| Participation rate | 93.8% | 79.3%+14.4pp | 71.7%+22.0pp | 82.6%+11.1pp |
| Annual return | 20.92% | -0.64%+21.6pp | 16.93%+4.0pp | 519.73%-498.8pp |
| Employer contribution / active EE | $5,145 | $5,665-9.2% | $4,022+27.9% | $4,779+7.7% |
| Participant deferral / active EE | $8,319 | $4,005+107.7% | $3,344+148.7% | $5,609+48.3% |
| Admin fee / account holder | $2,702 | $6,512-58.5% | $5,019-46.2% | $10,827-75.0% |