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 | $91,332 | $185,200-50.7% | $142,863-36.1% | $167,490-45.5% |
| Participation rate | 83.3% | 78.4%+4.9pp | 71.9%+11.4pp | 82.1%+1.2pp |
| Annual return | 10.91% | 8555.70%-8544.8pp | 5637.54%-5626.6pp | 478.56%-467.7pp |
| Employer contribution / active EE | $4,080 | $5,604-27.2% | $4,144-1.5% | $4,837-15.6% |
| Participant deferral / active EE | $3,933 | $4,494-12.5% | $3,837+2.5% | $6,341-38.0% |
| Admin fee / account holder | $26,072 | $8,031+224.6% | $6,560+297.4% | $12,309+111.8% |