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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $31,770 | $95,803-66.8% | $113,168-71.9% | $84,808-62.5% |
| Participation rate | 96.5% | 72.9%+23.6pp | 76.6%+19.9pp | 68.3%+28.2pp |
| Annual return | 18.12% | 25.00%-6.9pp | 24.27%-6.1pp | 40.90%-22.8pp |
| Employer contribution / active EE | $1,088 | $2,360-53.9% | $2,975-63.4% | $2,631-58.7% |
| Participant deferral / active EE | $5,143 | $4,242+21.2% | $5,107+0.7% | $4,212+22.1% |
| Admin fee / account holder | $6,689 | $8,989-25.6% | $12,068-44.6% | $7,344-8.9% |