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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $28,512 | $198,466-85.6% | $170,442-83.3% | $147,584-80.7% |
| Participation rate | 82.6% | 88.0%-5.4pp | 83.6%-1.0pp | 82.8%-0.2pp |
| Annual return | 21.74% | 257.29%-235.6pp | 205.93%-184.2pp | 578.55%-556.8pp |
| Employer contribution / active EE | $2,547 | $6,184-58.8% | $5,433-53.1% | $4,876-47.8% |
| Participant deferral / active EE | $3,168 | $5,629-43.7% | $4,939-35.9% | $5,439-41.7% |
| Admin fee / account holder | $5,212 | $16,852-69.1% | $13,880-62.5% | $10,885-52.1% |