Filed July 2, 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.
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.
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 | $86,304 | $58,694+47.0% | $142,863-39.6% | $85,850+0.5% |
| Participation rate | 57.4% | 58.5%-1.1pp | 71.9%-14.5pp | 69.3%-11.9pp |
| Annual return | 16.13% | 27.72%-11.6pp | 5637.54%-5621.4pp | 318.53%-302.4pp |
| Employer contribution / active EE | $0 | $1,423-100.0% | $4,144-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,038 | $2,607+16.5% | $3,837-20.8% | $3,952-23.1% |
| Admin fee / account holder | $1,137 | $4,239-73.2% | $6,560-82.7% | $6,260-81.8% |