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 | $34,993 | $64,707-45.9% | $112,228-68.8% | $68,494-48.9% |
| Participation rate | 98.7% | 67.2%+31.5pp | 75.1%+23.6pp | 67.9%+30.8pp |
| Annual return | -15.58% | -11.40%-4.2pp | 27.45%-43.0pp | -7.84%-7.7pp |
| Employer contribution / active EE | $3,003 | $2,746+9.4% | $3,635-17.4% | $2,596+15.7% |
| Participant deferral / active EE | $5,218 | $3,565+46.4% | $4,728+10.4% | $4,027+29.6% |
| Admin fee / account holder | $8,283 | $5,232+58.3% | $6,410+29.2% | $5,403+53.3% |