Filed November 29, 2016 (most recent of 2 filings on file)
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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $673,253 | $68,097+888.7% | $62,929+969.9% | $137,256+390.5% |
| Participation rate | 71.4% | 77.4%-6.0pp | 73.1%-1.7pp | 80.0%-8.5pp |
| Annual return | 17.40% | 1859.11%-1841.7pp | 1063.93%-1046.5pp | 220.34%-202.9pp |
| Employer contribution / active EE | $10,378 | $2,811+269.2% | $2,505+314.4% | $4,156+149.7% |
| Participant deferral / active EE | $11,465 | $4,553+151.8% | $3,888+194.9% | $6,407+78.9% |
| Admin fee / account holder | $1,373 | $6,521-78.9% | $5,065-72.9% | $12,270-88.8% |