Filed November 17, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $129,869 | $91,552+41.9% | $133,956-3.1% | $79,858+62.6% |
| Participation rate | 81.1% | 73.3%+7.7pp | 79.8%+1.2pp | 69.6%+11.4pp |
| Annual return | 8.26% | 61.85%-53.6pp | 45.09%-36.8pp | 31.71%-23.5pp |
| Employer contribution / active EE | $991 | $2,384-58.4% | $3,919-74.7% | $2,471-59.9% |
| Participant deferral / active EE | $6,927 | $3,733+85.5% | $5,048+37.2% | $3,740+85.2% |
| Admin fee / account holder | $1,405 | $6,321-77.8% | $8,927-84.3% | $5,306-73.5% |