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 | $90,329 | $72,404+24.8% | $110,238-18.1% | $64,186+40.7% |
| Participation rate | 86.2% | 73.3%+12.9pp | 79.8%+6.4pp | 69.6%+16.6pp |
| Annual return | -5.80% | -6.29%+0.5pp | 314.74%-320.5pp | 7.63%-13.4pp |
| Employer contribution / active EE | $9,380 | $2,282+311.1% | $3,826+145.1% | $2,381+294.0% |
| Participant deferral / active EE | $7,962 | $3,469+129.5% | $4,672+70.4% | $3,470+129.5% |
| Admin fee / account holder | $3,411 | $5,664-39.8% | $8,547-60.1% | $4,888-30.2% |