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 | $176,963 | $109,413+61.7% | $156,263+13.2% | $84,808+108.7% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 12.71% | 20.18%-7.5pp | 59.47%-46.8pp | 40.90%-28.2pp |
| Employer contribution / active EE | $4,162 | $2,907+43.2% | $4,333-4.0% | $2,631+58.2% |
| Participant deferral / active EE | $8,574 | $4,590+86.8% | $6,158+39.2% | $4,212+103.6% |
| Admin fee / account holder | $16,485 | $9,357+76.2% | $14,255+15.6% | $7,344+124.5% |