Filed April 1, 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 | $57,847 | $69,977-17.3% | $108,579-46.7% | $62,891-8.0% |
| Participation rate | 82.1% | 72.9%+9.2pp | 79.6%+2.6pp | 69.3%+12.8pp |
| Annual return | 11.19% | 10.73%+0.5pp | -51.70%+62.9pp | 20.14%-9.0pp |
| Employer contribution / active EE | $9,099 | $2,135+326.2% | $3,758+142.1% | $2,281+298.9% |
| Participant deferral / active EE | $7,607 | $3,165+140.4% | $4,311+76.5% | $3,203+137.5% |
| Admin fee / account holder | $4,595 | $5,076-9.5% | $7,645-39.9% | $4,296+7.0% |