Filed October 2, 2017
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 | $35,220 | $81,208-56.6% | $98,907-64.4% | $79,858-55.9% |
| Participation rate | 75.8% | 72.5%+3.3pp | 76.0%-0.3pp | 69.6%+6.1pp |
| Annual return | 14.30% | 60.99%-46.7pp | 196.43%-182.1pp | 31.71%-17.4pp |
| Employer contribution / active EE | $1,485 | $1,960-24.2% | $2,689-44.8% | $2,471-39.9% |
| Participant deferral / active EE | $1,881 | $3,265-42.4% | $4,244-55.7% | $3,740-49.7% |
| Admin fee / account holder | $495 | $6,013-91.8% | $6,642-92.5% | $5,306-90.7% |