Filed October 7, 2016
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 | $28,708 | $43,327-33.7% | $59,878-52.1% | $64,186-55.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -2.87% | -1.55%-1.3pp | 3.46%-6.3pp | 7.63%-10.5pp |
| Employer contribution / active EE | $2,057 | $2,028+1.4% | $2,722-24.4% | $2,381-13.6% |
| Participant deferral / active EE | $4,631 | $2,546+81.9% | $3,402+36.1% | $3,470+33.5% |
| Admin fee / account holder | $5,974 | $3,005+98.8% | $3,590+66.4% | $4,888+22.2% |