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 | $113,449 | $105,860+7.2% | $90,749+25.0% | $134,475-15.6% |
| Participation rate | 73.3% | 78.2%-4.9pp | 75.7%-2.4pp | 81.2%-7.9pp |
| Annual return | -16.73% | -11.01%-5.7pp | -12.16%-4.6pp | 417.96%-434.7pp |
| Employer contribution / active EE | $885 | $3,462-74.4% | $2,921-69.7% | $4,740-81.3% |
| Participant deferral / active EE | $3,952 | $5,216-24.2% | $4,564-13.4% | $6,400-38.2% |
| Admin fee / account holder | $45,641 | $13,938+227.5% | $8,445+440.5% | $11,426+299.4% |