Filed March 31, 2017
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 | $57,659 | $63,346-9.0% | $92,233-37.5% | $70,131-17.8% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 12.69% | 530.12%-517.4pp | 176.28%-163.6pp | 73.14%-60.5pp |
| Employer contribution / active EE | $1,825 | $2,471-26.2% | $3,679-50.4% | $2,342-22.1% |
| Participant deferral / active EE | $3,321 | $2,854+16.4% | $3,897-14.8% | $3,332-0.3% |
| Admin fee / account holder | $3,461 | $3,840-9.9% | $5,194-33.4% | $4,645-25.5% |