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 | $93,548 | $176,662-47.0% | $130,648-28.4% | $152,861-38.8% |
| Participation rate | 90.5% | 79.0%+11.5pp | 71.7%+18.7pp | 82.4%+8.0pp |
| Annual return | 15.88% | 2692.24%-2676.4pp | 1708.96%-1693.1pp | 345.32%-329.4pp |
| Employer contribution / active EE | $3,457 | $5,742-39.8% | $4,092-15.5% | $4,762-27.4% |
| Participant deferral / active EE | $4,298 | $4,361-1.5% | $3,603+19.3% | $5,850-26.5% |
| Admin fee / account holder | $10,474 | $7,133+46.8% | $5,464+91.7% | $11,596-9.7% |