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 | $124,073 | $118,450+4.7% | $98,439+26.0% | $139,434-11.0% |
| Participation rate | 75.0% | 77.4%-2.4pp | 75.2%-0.2pp | 80.3%-5.3pp |
| Annual return | 13.41% | 18.94%-5.5pp | 21.16%-7.8pp | 372.94%-359.5pp |
| Employer contribution / active EE | $2,412 | $3,609-33.2% | $3,048-20.9% | $4,751-49.2% |
| Participant deferral / active EE | $8,934 | $5,392+65.7% | $4,738+88.6% | $6,710+33.1% |
| Admin fee / account holder | $73,520 | $14,026+424.2% | $8,948+721.7% | $11,403+544.8% |