Filed December 23, 2015
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 | $132,821 | $99,020+34.1% | $86,590+53.4% | $147,584-10.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 19.97% | 1312.34%-1292.4pp | 964.84%-944.9pp | 578.55%-558.6pp |
| Employer contribution / active EE | $19,174 | $3,132+512.2% | $2,839+575.3% | $4,876+293.2% |
| Participant deferral / active EE | $17,087 | $3,972+330.2% | $3,609+373.5% | $5,439+214.2% |
| Admin fee / account holder | $56,259 | $5,710+885.2% | $4,906+1046.8% | $10,885+416.8% |