Filed April 19, 2016
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 | $26,922 | $104,907-74.3% | $84,611-68.2% | $152,861-82.4% |
| Participation rate | 85.7% | 74.8%+10.9pp | 68.2%+17.5pp | 82.4%+3.3pp |
| Annual return | 28.46% | 373.79%-345.3pp | 258.74%-230.3pp | 345.32%-316.9pp |
| Employer contribution / active EE | $1,486 | $3,302-55.0% | $2,652-44.0% | $4,762-68.8% |
| Participant deferral / active EE | $3,720 | $4,688-20.6% | $3,899-4.6% | $5,850-36.4% |
| Admin fee / account holder | $1,606 | $6,241-74.3% | $4,912-67.3% | $11,596-86.2% |