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 | $187,875 | $169,032+11.1% | $129,207+45.4% | $145,922+28.8% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 22.05% | 14330.11%-14308.1pp | 9417.33%-9395.3pp | 561.29%-539.2pp |
| Employer contribution / active EE | $2,844 | $5,537-48.6% | $4,153-31.5% | $4,660-39.0% |
| Participant deferral / active EE | $10,872 | $4,987+118.0% | $4,168+160.9% | $6,688+62.6% |
| Admin fee / account holder | $29,404 | $9,954+195.4% | $7,715+281.1% | $13,397+119.5% |