Filed March 17, 2017
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 | $90,722 | $158,817-42.9% | $121,196-25.1% | $135,375-33.0% |
| Participation rate | 85.7% | 79.3%+6.4pp | 71.7%+14.0pp | 82.6%+3.1pp |
| Annual return | -4.30% | -0.64%-3.7pp | 16.93%-21.2pp | 519.73%-524.0pp |
| Employer contribution / active EE | $3,532 | $5,665-37.6% | $4,022-12.2% | $4,779-26.1% |
| Participant deferral / active EE | $4,347 | $4,005+8.6% | $3,344+30.0% | $5,609-22.5% |
| Admin fee / account holder | $1,303 | $6,512-80.0% | $5,019-74.0% | $10,827-88.0% |