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 | $158,849 | $127,777+24.3% | $106,548+49.1% | $167,490-5.2% |
| Participation rate | 73.7% | 78.3%-4.6pp | 76.1%-2.4pp | 82.1%-8.4pp |
| Annual return | 29.88% | 33.87%-4.0pp | 26.80%+3.1pp | 478.56%-448.7pp |
| Employer contribution / active EE | $867 | $3,427-74.7% | $2,819-69.3% | $4,837-82.1% |
| Participant deferral / active EE | $2,960 | $5,087-41.8% | $4,398-32.7% | $6,341-53.3% |
| Admin fee / account holder | $14,535 | $11,228+29.5% | $7,407+96.2% | $12,309+18.1% |