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 | $35,918 | $45,863-21.7% | $77,024-53.4% | $68,494-47.6% |
| Participation rate | 76.9% | 55.9%+21.0pp | 67.9%+9.0pp | 67.9%+9.0pp |
| Annual return | -18.70% | 1.72%-20.4pp | 42.32%-61.0pp | -7.84%-10.9pp |
| Employer contribution / active EE | $1,328 | $1,650-19.5% | $2,812-52.8% | $2,596-48.9% |
| Participant deferral / active EE | $3,799 | $2,962+28.2% | $4,426-14.2% | $4,027-5.7% |
| Admin fee / account holder | $877 | $3,041-71.2% | $5,425-83.8% | $5,403-83.8% |