Filed April 23, 2018
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,496 | $113,935-77.6% | $94,224-72.9% | $125,391-79.7% |
| Participation rate | 89.5% | 82.9%+6.6pp | 78.8%+10.7pp | 83.2%+6.3pp |
| Annual return | -5.40% | 5.29%-10.7pp | 10.68%-16.1pp | 282.22%-287.6pp |
| Employer contribution / active EE | $354 | $4,727-92.5% | $3,587-90.1% | $4,866-92.7% |
| Participant deferral / active EE | $3,722 | $5,179-28.1% | $4,320-13.8% | $5,352-30.4% |
| Admin fee / account holder | $1,320 | $8,391-84.3% | $6,269-78.9% | $9,540-86.2% |