Filed December 21, 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 9-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 | $35,105 | $48,076-27.0% | $78,689-55.4% | $62,891-44.2% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 0.76% | 31.35%-30.6pp | 62.18%-61.4pp | 20.14%-19.4pp |
| Employer contribution / active EE | $1,599 | $2,015-20.6% | $2,851-43.9% | $2,281-29.9% |
| Participant deferral / active EE | $4,179 | $2,588+61.5% | $3,517+18.8% | $3,203+30.5% |
| Admin fee / account holder | $1,180 | $3,207-63.2% | $4,510-73.8% | $4,296-72.5% |