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 | $65,226 | $46,553+40.1% | $64,056+1.8% | $75,163-13.2% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 40.22% | 26.03%+14.2pp | 33.69%+6.5pp | 160.62%-120.4pp |
| Employer contribution / active EE | $3,514 | $1,974+78.0% | $2,747+27.9% | $2,670+31.6% |
| Participant deferral / active EE | $4,768 | $2,837+68.1% | $3,880+22.9% | $4,125+15.6% |
| Admin fee / account holder | $19,232 | $2,952+551.5% | $3,068+526.8% | $5,651+240.3% |