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 | $72,033 | $72,277-0.3% | $101,248-28.9% | $79,858-9.8% |
| Participation rate | 94.5% | 68.5%+26.1pp | 75.8%+18.7pp | 69.6%+24.9pp |
| Annual return | 13.76% | 22.30%-8.5pp | 46.47%-32.7pp | 31.71%-18.0pp |
| Employer contribution / active EE | $3,133 | $2,692+16.4% | $3,660-14.4% | $2,471+26.8% |
| Participant deferral / active EE | $4,967 | $3,282+51.3% | $4,370+13.7% | $3,740+32.8% |
| Admin fee / account holder | $2,042 | $4,400-53.6% | $5,945-65.7% | $5,306-61.5% |