Filed October 24, 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 | $30,695 | $80,968-62.1% | $96,544-68.2% | $75,163-59.2% |
| Participation rate | 91.1% | 71.8%+19.4pp | 76.0%+15.2pp | 67.2%+23.9pp |
| Annual return | 18.06% | 27.06%-9.0pp | 25.84%-7.8pp | 160.62%-142.6pp |
| Employer contribution / active EE | $860 | $2,282-62.3% | $2,965-71.0% | $2,670-67.8% |
| Participant deferral / active EE | $3,625 | $3,928-7.7% | $4,851-25.3% | $4,125-12.1% |
| Admin fee / account holder | $1,413 | $6,724-79.0% | $8,252-82.9% | $5,651-75.0% |