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 | $44,589 | $49,227-9.4% | $70,449-36.7% | $79,858-44.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 13.82% | 30.06%-16.2pp | 109.03%-95.2pp | 31.71%-17.9pp |
| Employer contribution / active EE | $2,446 | $2,099+16.6% | $2,737-10.6% | $2,471-1.0% |
| Participant deferral / active EE | $4,849 | $2,768+75.2% | $3,709+30.7% | $3,740+29.6% |
| Admin fee / account holder | $1,115 | $2,878-61.2% | $3,845-71.0% | $5,306-79.0% |