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 | $119,386 | $176,377-32.3% | $134,143-11.0% | $158,922-24.9% |
| Participation rate | 71.4% | 78.7%-7.3pp | 72.2%-0.7pp | 82.0%-10.5pp |
| Annual return | 15.34% | 63.63%-48.3pp | 36.33%-21.0pp | 302.83%-287.5pp |
| Employer contribution / active EE | $1,587 | $5,040-68.5% | $3,704-57.1% | $4,761-66.7% |
| Participant deferral / active EE | $3,956 | $4,091-3.3% | $3,499+13.1% | $5,982-33.9% |
| Admin fee / account holder | $2,549 | $8,718-70.8% | $6,684-61.9% | $11,246-77.3% |