Filed March 17, 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 | $36,761 | $32,037+14.7% | $69,182-46.9% | $62,891-41.5% |
| Participation rate | 100.0% | 43.4%+56.6pp | 55.1%+44.9pp | 69.3%+30.7pp |
| Annual return | 6.86% | 15.16%-8.3pp | -21.93%+28.8pp | 20.14%-13.3pp |
| Employer contribution / active EE | $663 | $679-2.4% | $1,206-45.1% | $2,281-71.0% |
| Participant deferral / active EE | $1,425 | $1,185+20.2% | $1,897-24.9% | $3,203-55.5% |
| Admin fee / account holder | $1,378 | $2,608-47.2% | $2,697-48.9% | $4,296-67.9% |