Filed April 19, 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 5-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 | $31,378 | $60,349-48.0% | $74,183-57.7% | $62,891-50.1% |
| Participation rate | 90.9% | 72.7%+18.2pp | 76.6%+14.3pp | 69.3%+21.6pp |
| Annual return | 5.33% | 21.37%-16.0pp | 17.74%-12.4pp | 20.14%-14.8pp |
| Employer contribution / active EE | $412 | $1,680-75.5% | $2,370-82.6% | $2,281-81.9% |
| Participant deferral / active EE | $3,024 | $2,856+5.9% | $3,550-14.8% | $3,203-5.6% |
| Admin fee / account holder | $1,460 | $4,261-65.7% | $5,586-73.9% | $4,296-66.0% |