Filed November 4, 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.)
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 | $128,289 | $90,503+41.8% | $78,689+63.0% | $273,961-53.2% |
| Participation rate | 95.5% | 76.5%+18.9pp | 73.6%+21.9pp | 83.0%+12.4pp |
| Annual return | -3.39% | 75.60%-79.0pp | 62.18%-65.6pp | 41.45%-44.8pp |
| Employer contribution / active EE | $9,500 | $3,176+199.2% | $2,851+233.3% | $4,869+95.1% |
| Participant deferral / active EE | $1,910 | $3,901-51.0% | $3,517-45.7% | $5,287-63.9% |
| Admin fee / account holder | $2,635 | $5,263-49.9% | $4,510-41.6% | $10,132-74.0% |