Filed July 15, 2016
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 | $98,298 | $99,032-0.7% | $80,019+22.8% | $135,375-27.4% |
| Participation rate | 82.6% | 78.4%+4.3pp | 75.8%+6.8pp | 82.6%0pp |
| Annual return | 10.70% | 15.39%-4.7pp | 11.22%-0.5pp | 519.73%-509.0pp |
| Employer contribution / active EE | $693 | $3,043-77.2% | $2,468-71.9% | $4,779-85.5% |
| Participant deferral / active EE | $2,048 | $4,282-52.2% | $3,686-44.4% | $5,609-63.5% |
| Admin fee / account holder | $11,375 | $10,436+9.0% | $6,521+74.4% | $10,827+5.1% |