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 | $195,065 | $96,635+101.9% | $86,612+125.2% | $139,434+39.9% |
| Participation rate | 93.3% | 74.4%+18.9pp | 71.7%+21.6pp | 80.3%+13.0pp |
| Annual return | 17.95% | 106.41%-88.5pp | 591.07%-573.1pp | 372.94%-355.0pp |
| Employer contribution / active EE | $12,609 | $3,263+286.4% | $3,022+317.2% | $4,751+165.4% |
| Participant deferral / active EE | $12,190 | $4,836+152.1% | $4,438+174.7% | $6,710+81.7% |
| Admin fee / account holder | $3,589 | $6,408-44.0% | $5,614-36.1% | $11,403-68.5% |