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 | $158,398-86.7% | $126,539-83.3% | $142,382-85.2% |
| Participation rate | 83.3% | 75.8%+7.5pp | 69.8%+13.5pp | 80.1%+3.2pp |
| Annual return | 26.48% | 593.76%-567.3pp | 425.95%-399.5pp | 217.08%-190.6pp |
| Employer contribution / active EE | $3,452 | $4,650-25.8% | $3,674-6.0% | $4,299-19.7% |
| Participant deferral / active EE | $4,407 | $4,767-7.5% | $4,083+7.9% | $6,507-32.3% |
| Admin fee / account holder | $772 | $6,918-88.8% | $6,065-87.3% | $12,624-93.9% |