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.
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 | $65,075 | $165,335-60.6% | $149,696-56.5% | $158,922-59.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.37% | 348.15%-338.8pp | 276.60%-267.2pp | 302.83%-293.5pp |
| Employer contribution / active EE | $2,680 | $5,103-47.5% | $4,644-42.3% | $4,761-43.7% |
| Participant deferral / active EE | $6,013 | $7,181-16.3% | $6,842-12.1% | $5,982+0.5% |
| Admin fee / account holder | $5,162 | $10,807-52.2% | $9,309-44.5% | $11,246-54.1% |