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 | $78,042 | $49,173+58.7% | $121,098-35.6% | $75,163+3.8% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 15.45% | 55.99%-40.5pp | 985.75%-970.3pp | 160.62%-145.2pp |
| Employer contribution / active EE | $4,086 | $1,546+164.4% | $4,164-1.9% | $2,670+53.0% |
| Participant deferral / active EE | $5,299 | $2,628+101.7% | $4,080+29.9% | $4,125+28.5% |
| Admin fee / account holder | $4,113 | $3,942+4.4% | $5,644-27.1% | $5,651-27.2% |