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.)
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 | $27,345 | $131,829-79.3% | $108,579-74.8% | $273,961-90.0% |
| Participation rate | 90.0% | 83.5%+6.5pp | 79.6%+10.4pp | 83.0%+7.0pp |
| Annual return | 10.57% | -91.57%+102.1pp | -51.70%+62.3pp | 41.45%-30.9pp |
| Employer contribution / active EE | $410 | $4,912-91.6% | $3,758-89.1% | $4,869-91.6% |
| Participant deferral / active EE | $4,499 | $5,127-12.3% | $4,311+4.4% | $5,287-14.9% |
| Admin fee / account holder | $362 | $10,252-96.5% | $7,645-95.3% | $10,132-96.4% |