Filed February 8, 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 8-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 | $64,715 | $101,763-36.4% | $164,866-60.7% | $80,874-20.0% |
| Participation rate | 90.8% | 71.8%+19.0pp | 78.6%+12.2pp | 67.6%+23.1pp |
| Annual return | 12.30% | 16.73%-4.4pp | 69.97%-57.7pp | 35.62%-23.3pp |
| Employer contribution / active EE | $3,923 | $2,954+32.8% | $4,343-9.7% | $2,756+42.4% |
| Participant deferral / active EE | $7,330 | $4,477+63.7% | $6,033+21.5% | $4,297+70.6% |
| Admin fee / account holder | $1,197 | $8,228-85.5% | $12,689-90.6% | $6,935-82.7% |