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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,329 | $53,822-2.8% | $75,696-30.9% | $85,850-39.0% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 11.82% | 24.54%-12.7pp | 104.53%-92.7pp | 318.53%-306.7pp |
| Employer contribution / active EE | $2,836 | $2,017+40.6% | $2,743+3.4% | $2,565+10.5% |
| Participant deferral / active EE | $4,131 | $2,895+42.7% | $3,821+8.1% | $3,952+4.5% |
| Admin fee / account holder | $1,585 | $3,343-52.6% | $3,619-56.2% | $6,260-74.7% |