Filed May 2, 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 | $105,859 | $82,523+28.3% | $115,752-8.5% | $70,131+50.9% |
| Participation rate | 77.8% | 74.0%+3.8pp | 77.8%0pp | 69.5%+8.2pp |
| Annual return | 31.14% | 28.22%+2.9pp | 19.41%+11.7pp | 73.14%-42.0pp |
| Employer contribution / active EE | $8,678 | $2,758+214.6% | $3,492+148.5% | $2,342+270.5% |
| Participant deferral / active EE | $11,342 | $4,062+179.2% | $5,204+118.0% | $3,332+240.4% |
| Admin fee / account holder | $5,644 | $4,552+24.0% | $6,278-10.1% | $4,645+21.5% |