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 | $35,949 | $51,576-30.3% | $129,207-72.2% | $80,856-55.5% |
| Participation rate | 72.1% | 57.0%+15.1pp | 69.6%+2.5pp | 67.6%+4.5pp |
| Annual return | 16.71% | 20.81%-4.1pp | 9417.33%-9400.6pp | 35.59%-18.9pp |
| Employer contribution / active EE | $2,068 | $1,584+30.6% | $4,153-50.2% | $2,755-24.9% |
| Participant deferral / active EE | $2,948 | $2,669+10.5% | $4,168-29.3% | $4,296-31.4% |
| Admin fee / account holder | $764 | $4,305-82.2% | $7,715-90.1% | $6,918-89.0% |