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 8-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 | $178,859 | $87,733+103.9% | $106,548+67.9% | $85,850+108.3% |
| Participation rate | 94.7% | 71.9%+22.8pp | 76.1%+18.6pp | 69.3%+25.4pp |
| Annual return | 6.73% | 21.86%-15.1pp | 26.80%-20.1pp | 318.53%-311.8pp |
| Employer contribution / active EE | $1,004 | $2,073-51.6% | $2,819-64.4% | $2,565-60.9% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,398-100.0% | $3,952-100.0% |
| Admin fee / account holder | $429 | $6,767-93.7% | $7,407-94.2% | $6,260-93.1% |