Filed September 13, 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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $155,862 | $166,020-6.1% | $164,866-5.5% | $145,959+6.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.62% | 100.08%-86.5pp | 69.97%-56.3pp | 561.95%-548.3pp |
| Employer contribution / active EE | $5,643 | $5,275+7.0% | $4,343+29.9% | $4,661+21.1% |
| Participant deferral / active EE | $9,061 | $6,961+30.2% | $6,033+50.2% | $6,689+35.5% |
| Admin fee / account holder | $717 | $16,644-95.7% | $12,689-94.3% | $13,398-94.6% |