Filed April 18, 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 | $80,229 | $202,318-60.3% | $172,739-53.6% | $152,861-47.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 25.06% | 1029.65%-1004.6pp | 802.84%-777.8pp | 345.32%-320.3pp |
| Employer contribution / active EE | $4,117 | $5,856-29.7% | $5,143-20.0% | $4,762-13.6% |
| Participant deferral / active EE | $7,123 | $5,948+19.8% | $5,198+37.1% | $5,850+21.8% |
| Admin fee / account holder | $800 | $17,109-95.3% | $13,954-94.3% | $11,596-93.1% |