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 | $43,246 | $32,117+34.7% | $71,086-39.2% | $64,186-32.6% |
| Participation rate | 96.4% | 42.7%+53.7pp | 54.7%+41.7pp | 69.6%+26.8pp |
| Annual return | -8.05% | -5.57%-2.5pp | 650.59%-658.6pp | 7.63%-15.7pp |
| Employer contribution / active EE | $696 | $712-2.3% | $1,088-36.0% | $2,381-70.8% |
| Participant deferral / active EE | $918 | $1,263-27.3% | $1,874-51.0% | $3,470-73.5% |
| Admin fee / account holder | $1,448 | $2,759-47.5% | $3,082-53.0% | $4,888-70.4% |