Filed March 13, 2019 (most recent of 2 filings on file)
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 | $102,164 | $159,602-36.0% | $150,045-31.9% | $142,382-28.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.60% | 70.24%-51.6pp | 62.55%-43.9pp | 217.08%-198.5pp |
| Employer contribution / active EE | $3,057 | $4,961-38.4% | $4,693-34.9% | $4,299-28.9% |
| Participant deferral / active EE | $11,114 | $8,310+33.7% | $7,997+39.0% | $6,507+70.8% |
| Admin fee / account holder | $2,385 | $14,846-83.9% | $13,435-82.2% | $12,624-81.1% |