Filed April 18, 2016 (most recent of 2 filings on file)
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 | $40,828 | $60,349-32.3% | $74,183-45.0% | $62,891-35.1% |
| Participation rate | 71.3% | 72.7%-1.5pp | 76.6%-5.4pp | 69.3%+2.0pp |
| Annual return | 7.46% | 21.37%-13.9pp | 17.74%-10.3pp | 20.14%-12.7pp |
| Employer contribution / active EE | $1,225 | $1,680-27.1% | $2,370-48.3% | $2,281-46.3% |
| Participant deferral / active EE | $2,256 | $2,856-21.0% | $3,550-36.5% | $3,203-29.6% |
| Admin fee / account holder | $9,050 | $4,261+112.4% | $5,586+62.0% | $4,296+110.7% |