Filed November 24, 2015 (most recent of 2 filings on file)
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 | $31,601 | $100,923-68.7% | $150,045-78.9% | $74,304-57.5% |
| Participation rate | 76.7% | 70.1%+6.6pp | 82.3%-5.7pp | 60.3%+16.3pp |
| Annual return | 18.11% | 51.77%-33.7pp | 62.55%-44.4pp | 29.43%-11.3pp |
| Employer contribution / active EE | $953 | $3,463-72.5% | $4,693-79.7% | $2,241-57.5% |
| Participant deferral / active EE | $5,212 | $6,709-22.3% | $7,997-34.8% | $3,767+38.4% |
| Admin fee / account holder | $1,164 | $2,767-57.9% | $13,435-91.3% | $2,969-60.8% |