Filed January 14, 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.)
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 | $125,819 | $78,705+59.9% | $117,854+6.8% | $70,131+79.4% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 14.26% | 23.30%-9.0pp | 335.08%-320.8pp | 73.14%-58.9pp |
| Employer contribution / active EE | $3,042 | $2,223+36.8% | $3,786-19.6% | $2,342+29.9% |
| Participant deferral / active EE | $5,723 | $3,297+73.6% | $4,482+27.7% | $3,332+71.8% |
| Admin fee / account holder | $18,321 | $5,065+261.7% | $8,020+128.4% | $4,645+294.4% |