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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,294 | $86,929-55.9% | $102,423-62.6% | $80,856-52.6% |
| Participation rate | 93.3% | 72.4%+20.9pp | 76.5%+16.8pp | 67.6%+25.6pp |
| Annual return | 14.72% | 18.88%-4.2pp | 29.32%-14.6pp | 35.59%-20.9pp |
| Employer contribution / active EE | $1,020 | $2,369-57.0% | $3,023-66.3% | $2,755-63.0% |
| Participant deferral / active EE | $4,925 | $4,118+19.6% | $5,053-2.5% | $4,296+14.6% |
| Admin fee / account holder | $4,396 | $8,049-45.4% | $9,451-53.5% | $6,918-36.5% |