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.
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $468,305 | $65,685+613.0% | $57,179+719.0% | $273,961+70.9% |
| Participation rate | 83.3% | 78.3%+5.0pp | 75.3%+8.0pp | 83.0%+0.3pp |
| Annual return | 447.34% | 21.99%+425.4pp | 14.59%+432.8pp | 41.45%+405.9pp |
| Employer contribution / active EE | $8,262 | $3,279+152.0% | $2,682+208.0% | $4,869+69.7% |
| Participant deferral / active EE | $6,652 | $3,782+75.9% | $3,096+114.8% | $5,287+25.8% |
| Admin fee / account holder | $47,353 | $4,835+879.5% | $3,139+1408.6% | $10,132+367.4% |