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 | $118,940 | $118,680+0.2% | $98,907+20.3% | $158,922-25.2% |
| Participation rate | 82.6% | 77.8%+4.8pp | 76.0%+6.6pp | 82.0%+0.7pp |
| Annual return | 11.27% | 372.35%-361.1pp | 196.43%-185.2pp | 302.83%-291.6pp |
| Employer contribution / active EE | $739 | $3,333-77.8% | $2,689-72.5% | $4,761-84.5% |
| Participant deferral / active EE | $2,411 | $5,088-52.6% | $4,244-43.2% | $5,982-59.7% |
| Admin fee / account holder | $1,445 | $10,131-85.7% | $6,642-78.2% | $11,246-87.1% |