Filed October 7, 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 | $127,186 | $154,117-17.5% | $129,995-2.2% | $139,434-8.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 15.79% | 32.48%-16.7pp | -137.18%+153.0pp | 372.94%-357.2pp |
| Employer contribution / active EE | $12,853 | $5,289+143.0% | $4,320+197.5% | $4,751+170.5% |
| Participant deferral / active EE | $9,156 | $6,710+36.5% | $5,820+57.3% | $6,710+36.4% |
| Admin fee / account holder | $1,114 | $14,007-92.0% | $10,614-89.5% | $11,403-90.2% |