Filed April 18, 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 | $53,890 | $43,075+25.1% | $74,583-27.7% | $62,891-14.3% |
| Participation rate | 87.0% | 58.1%+28.9pp | 68.1%+18.8pp | 69.3%+17.7pp |
| Annual return | 11.74% | 17.50%-5.8pp | 20.47%-8.7pp | 20.14%-8.4pp |
| Employer contribution / active EE | $3,440 | $1,498+129.7% | $2,525+36.2% | $2,281+50.8% |
| Participant deferral / active EE | $6,038 | $2,389+152.7% | $3,458+74.6% | $3,203+88.5% |
| Admin fee / account holder | $9,263 | $2,840+226.2% | $4,138+123.9% | $4,296+115.6% |