Filed April 18, 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 | $89,090 | $162,781-45.3% | $133,956-33.5% | $158,922-43.9% |
| Participation rate | 76.9% | 83.2%-6.3pp | 79.8%-2.9pp | 82.0%-5.0pp |
| Annual return | 10.34% | 41.94%-31.6pp | 45.09%-34.7pp | 302.83%-292.5pp |
| Employer contribution / active EE | $2,986 | $4,975-40.0% | $3,919-23.8% | $4,761-37.3% |
| Participant deferral / active EE | $6,259 | $5,911+5.9% | $5,048+24.0% | $5,982+4.6% |
| Admin fee / account holder | $816 | $11,736-93.0% | $8,927-90.9% | $11,246-92.7% |