Filed March 9, 2020
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 6-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 | $21,118 | $149,040-85.8% | $120,225-82.4% | $137,256-84.6% |
| Participation rate | 83.3% | 75.4%+7.9pp | 69.6%+13.8pp | 80.0%+3.4pp |
| Annual return | 26.48% | 605.68%-579.2pp | 439.23%-412.7pp | 220.34%-193.9pp |
| Employer contribution / active EE | $3,452 | $4,350-20.6% | $3,475-0.7% | $4,156-16.9% |
| Participant deferral / active EE | $4,407 | $4,655-5.3% | $3,999+10.2% | $6,407-31.2% |
| Admin fee / account holder | $772 | $6,348-87.8% | $5,696-86.5% | $12,270-93.7% |