Filed November 17, 2015
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $67,487 | $53,018+27.3% | $70,014-3.6% | $62,891+7.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | -0.92% | 13.35%-14.3pp | 12.99%-13.9pp | 20.14%-21.1pp |
| Employer contribution / active EE | $2,948 | $1,799+63.9% | $2,338+26.1% | $2,281+29.3% |
| Participant deferral / active EE | $5,026 | $2,395+109.9% | $2,931+71.5% | $3,203+56.9% |
| Admin fee / account holder | $4,089 | $3,690+10.8% | $4,380-6.7% | $4,296-4.8% |