Filed December 18, 2019
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $470 | $42,886-98.9% | $88,946-99.5% | $85,563-99.5% |
| Participation rate | 60.9% | 37.9%+23.0pp | 68.8%-7.9pp | 66.0%-5.1pp |
| Annual return | 143.81% | 44.56%+99.2pp | 57.82%+86.0pp | 31.51%+112.3pp |
| Employer contribution / active EE | $0 | $1,147-100.0% | $2,555-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $401 | $2,108-81.0% | $4,581-91.2% | $4,375-90.8% |
| Admin fee / account holder | $23 | $2,263-99.0% | $8,261-99.7% | $834-97.2% |