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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $100,544 | $116,175-13.5% | $93,606+7.4% | $152,861-34.2% |
| Participation rate | 79.2% | 78.0%+1.1pp | 75.8%+3.3pp | 82.4%-3.3pp |
| Annual return | -0.52% | 35.96%-36.5pp | 32.76%-33.3pp | 345.32%-345.8pp |
| Employer contribution / active EE | $708 | $3,218-78.0% | $2,718-74.0% | $4,762-85.1% |
| Participant deferral / active EE | $2,117 | $4,603-54.0% | $4,069-48.0% | $5,850-63.8% |
| Admin fee / account holder | $495 | $10,748-95.4% | $7,888-93.7% | $11,596-95.7% |