Filed September 27, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $146,443 | $158,398-7.5% | $126,539+15.7% | $142,382+2.9% |
| Participation rate | 95.0% | 75.8%+19.2pp | 69.8%+25.2pp | 80.1%+14.9pp |
| Annual return | 5.42% | 593.76%-588.3pp | 425.95%-420.5pp | 217.08%-211.7pp |
| Employer contribution / active EE | $5,328 | $4,650+14.6% | $3,674+45.0% | $4,299+23.9% |
| Participant deferral / active EE | $5,756 | $4,767+20.8% | $4,083+41.0% | $6,507-11.5% |
| Admin fee / account holder | $1,572 | $6,918-77.3% | $6,065-74.1% | $12,624-87.6% |