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.)
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 | $50,987 | $82,523-38.2% | $115,752-56.0% | $70,131-27.3% |
| Participation rate | 96.8% | 74.0%+22.8pp | 77.8%+19.0pp | 69.5%+27.2pp |
| Annual return | 154.70% | 28.22%+126.5pp | 19.41%+135.3pp | 73.14%+81.6pp |
| Employer contribution / active EE | $3,226 | $2,758+17.0% | $3,492-7.6% | $2,342+37.7% |
| Participant deferral / active EE | $0 | $4,062-100.0% | $5,204-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,972 | $4,552-56.7% | $6,278-68.6% | $4,645-57.5% |