Filed March 14, 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 | $64,592 | $172,111-62.5% | $150,298-57.0% | $137,256-52.9% |
| Participation rate | 94.1% | 81.7%+12.4pp | 77.8%+16.4pp | 80.0%+14.2pp |
| Annual return | 14.42% | 69.37%-55.0pp | 62.79%-48.4pp | 220.34%-205.9pp |
| Employer contribution / active EE | $2,149 | $4,636-53.6% | $4,154-48.3% | $4,156-48.3% |
| Participant deferral / active EE | $3,800 | $6,166-38.4% | $5,453-30.3% | $6,407-40.7% |
| Admin fee / account holder | $21,950 | $16,471+33.3% | $14,116+55.5% | $12,270+78.9% |