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 | $25,067 | $77,634-67.7% | $156,549-84.0% | $62,891-60.1% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 7.27% | 50.32%-43.0pp | 32.23%-25.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $2,596 | $3,444-24.6% | $5,501-52.8% | $2,281+13.8% |
| Participant deferral / active EE | $3,432 | $3,045+12.7% | $4,871-29.5% | $3,203+7.2% |
| Admin fee / account holder | $1,714 | $5,561-69.2% | $13,027-86.8% | $4,296-60.1% |