Filed November 17, 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 | $26,570 | $58,694-54.7% | $142,863-81.4% | $85,850-69.1% |
| Participation rate | 96.0% | 58.5%+37.5pp | 71.9%+24.1pp | 69.3%+26.7pp |
| Annual return | 16.33% | 27.72%-11.4pp | 5637.54%-5621.2pp | 318.53%-302.2pp |
| Employer contribution / active EE | $2,919 | $1,423+105.2% | $4,144-29.5% | $2,565+13.8% |
| Participant deferral / active EE | $3,884 | $2,607+49.0% | $3,837+1.2% | $3,952-1.7% |
| Admin fee / account holder | $2,364 | $4,239-44.2% | $6,560-64.0% | $6,260-62.2% |