Filed August 31, 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,107 | $63,114-65.0% | $92,893-76.2% | $65,185-66.1% |
| Participation rate | 83.3% | 68.8%+14.6pp | 76.0%+7.3pp | 70.2%+13.1pp |
| Annual return | 27.76% | 28.75%-1.0pp | 109.41%-81.7pp | 29.38%-1.6pp |
| Employer contribution / active EE | $1,026 | $2,571-60.1% | $3,653-71.9% | $2,177-52.9% |
| Participant deferral / active EE | $2,841 | $3,108-8.6% | $4,236-32.9% | $3,514-19.1% |
| Admin fee / account holder | $1,045 | $624+67.5% | $5,794-82.0% | $847+23.3% |