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 | $47,563 | $35,183+35.2% | $73,545-35.3% | $70,131-32.2% |
| Participation rate | 100.0% | 42.9%+57.1pp | 54.9%+45.1pp | 69.5%+30.5pp |
| Annual return | 17.41% | 26.90%-9.5pp | -15.16%+32.6pp | 73.14%-55.7pp |
| Employer contribution / active EE | $710 | $709+0.2% | $1,219-41.7% | $2,342-69.7% |
| Participant deferral / active EE | $928 | $1,220-23.9% | $1,806-48.6% | $3,332-72.2% |
| Admin fee / account holder | $1,485 | $2,302-35.5% | $2,320-36.0% | $4,645-68.0% |