Filed May 5, 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 9-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,599 | $72,114-74.2% | $108,745-82.9% | $62,891-70.4% |
| Participation rate | 96.4% | 74.6%+21.8pp | 77.7%+18.8pp | 69.3%+27.1pp |
| Annual return | 223.63% | 13.41%+210.2pp | 46.22%+177.4pp | 20.14%+203.5pp |
| Employer contribution / active EE | $3,301 | $2,694+22.6% | $3,323-0.7% | $2,281+44.7% |
| Participant deferral / active EE | $0 | $4,044-100.0% | $5,121-100.0% | $3,203-100.0% |
| Admin fee / account holder | $766 | $4,608-83.4% | $6,144-87.5% | $4,296-82.2% |