Filed February 27, 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 | $23,081 | $48,274-52.2% | $63,517-63.7% | $59,632-61.3% |
| Participation rate | 71.8% | 66.3%+5.5pp | 71.0%+0.8pp | 68.7%+3.1pp |
| Annual return | 1.25% | -240.79%+242.0pp | -70.30%+71.5pp | 2041.28%-2040.0pp |
| Employer contribution / active EE | $1,779 | $1,586+12.2% | $2,322-23.4% | $2,203-19.2% |
| Participant deferral / active EE | $2,862 | $2,343+22.2% | $2,953-3.1% | $3,192-10.3% |
| Admin fee / account holder | $1,194 | $3,600-66.8% | $5,892-79.7% | $4,297-72.2% |