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 | $35,517 | $45,073-21.2% | $69,455-48.9% | $72,985-51.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 19.81% | 22.65%-2.8pp | 28.97%-9.2pp | 81.00%-61.2pp |
| Employer contribution / active EE | $2,116 | $2,054+3.0% | $2,779-23.9% | $2,440-13.3% |
| Participant deferral / active EE | $4,146 | $2,602+59.4% | $3,535+17.3% | $3,607+14.9% |
| Admin fee / account holder | $1,847 | $3,056-39.6% | $3,839-51.9% | $5,124-64.0% |