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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,340 | $70,002-32.4% | $115,037-58.8% | $52,331-9.5% |
| Participation rate | 85.7% | 72.1%+13.6pp | 81.4%+4.3pp | 68.1%+17.6pp |
| Annual return | -1.68% | 4.04%-5.7pp | 26.14%-27.8pp | 4.54%-6.2pp |
| Employer contribution / active EE | $3,356 | $2,715+23.6% | $4,608-27.2% | $1,882+78.3% |
| Participant deferral / active EE | $2,490 | $4,920-49.4% | $6,026-58.7% | $3,022-17.6% |
| Admin fee / account holder | $3,476 | $566+514.2% | $8,175-57.5% | $592+487.6% |