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 | $106,395 | $176,377-39.7% | $134,143-20.7% | $158,922-33.1% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 9.15% | 63.63%-54.5pp | 36.33%-27.2pp | 302.83%-293.7pp |
| Employer contribution / active EE | $6,528 | $5,040+29.5% | $3,704+76.2% | $4,761+37.1% |
| Participant deferral / active EE | $11,380 | $4,091+178.2% | $3,499+225.3% | $5,982+90.2% |
| Admin fee / account holder | $1,906 | $8,718-78.1% | $6,684-71.5% | $11,246-83.1% |