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 | $130,804 | $53,127+146.2% | $86,590+51.1% | $70,131+86.5% |
| Participation rate | 92.0% | 65.3%+26.7pp | 73.5%+18.5pp | 69.5%+22.5pp |
| Annual return | 8.25% | 27.66%-19.4pp | 964.84%-956.6pp | 73.14%-64.9pp |
| Employer contribution / active EE | $8,806 | $2,068+325.8% | $2,839+210.1% | $2,342+275.9% |
| Participant deferral / active EE | $808 | $2,696-70.0% | $3,609-77.6% | $3,332-75.7% |
| Admin fee / account holder | $7,085 | $3,585+97.6% | $4,906+44.4% | $4,645+52.5% |