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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $94,333 | $176,662-46.6% | $130,648-27.8% | $152,861-38.3% |
| Participation rate | 87.5% | 79.0%+8.5pp | 71.7%+15.8pp | 82.4%+5.1pp |
| Annual return | 2.01% | 2692.24%-2690.2pp | 1708.96%-1706.9pp | 345.32%-343.3pp |
| Employer contribution / active EE | $5,362 | $5,742-6.6% | $4,092+31.0% | $4,762+12.6% |
| Participant deferral / active EE | $8,302 | $4,361+90.4% | $3,603+130.4% | $5,850+41.9% |
| Admin fee / account holder | $2,474 | $7,133-65.3% | $5,464-54.7% | $11,596-78.7% |