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 | $49,230 | $67,606-27.2% | $82,313-40.2% | $70,131-29.8% |
| Participation rate | 77.1% | 72.8%+4.4pp | 76.9%+0.2pp | 69.5%+7.6pp |
| Annual return | 15.17% | 21.57%-6.4pp | 25.88%-10.7pp | 73.14%-58.0pp |
| Employer contribution / active EE | $1,420 | $1,755-19.1% | $2,428-41.5% | $2,342-39.4% |
| Participant deferral / active EE | $2,631 | $2,987-11.9% | $3,706-29.0% | $3,332-21.0% |
| Admin fee / account holder | $4,671 | $4,512+3.5% | $5,608-16.7% | $4,645+0.5% |