Filed April 1, 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 7-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 | $35,344 | $89,355-60.4% | $141,162-75.0% | $72,985-51.6% |
| Participation rate | 95.2% | 75.1%+20.1pp | 82.5%+12.8pp | 69.5%+25.8pp |
| Annual return | 33.46% | 111.85%-78.4pp | 71.39%-37.9pp | 81.00%-47.5pp |
| Employer contribution / active EE | $3,769 | $3,114+21.0% | $4,735-20.4% | $2,440+54.5% |
| Participant deferral / active EE | $5,634 | $5,418+4.0% | $6,709-16.0% | $3,607+56.2% |
| Admin fee / account holder | $933 | $5,958-84.3% | $10,261-90.9% | $5,124-81.8% |