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 | $42,469 | $78,953-46.2% | $113,168-62.5% | - |
| Participation rate | 96.0% | 68.2%+27.8pp | 76.6%+19.4pp | - |
| Annual return | 14.89% | 14.87%0pp | 24.27%-9.4pp | - |
| Employer contribution / active EE | $1,056 | $2,126-50.3% | $2,975-64.5% | - |
| Participant deferral / active EE | $4,887 | $4,324+13.0% | $5,107-4.3% | - |
| Admin fee / account holder | $4,070 | $5,008-18.7% | $12,068-66.3% | - |