Filed July 25, 2017
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 | $211,939 | $133,958+58.2% | $112,228+88.8% | $134,475+57.6% |
| Participation rate | 89.5% | 78.6%+10.9pp | 75.1%+14.4pp | 81.2%+8.3pp |
| Annual return | -12.30% | 47.11%-59.4pp | 27.45%-39.7pp | 417.96%-430.3pp |
| Employer contribution / active EE | $3,359 | $4,038-16.8% | $3,635-7.6% | $4,740-29.1% |
| Participant deferral / active EE | $7,297 | $5,291+37.9% | $4,728+54.3% | $6,400+14.0% |
| Admin fee / account holder | $1,296 | $7,489-82.7% | $6,410-79.8% | $11,426-88.7% |