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 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.
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 | $168,520 | $58,512+188.0% | $84,015+100.6% | $72,985+130.9% |
| Participation rate | 68.6% | 61.2%+7.3pp | 69.0%-0.4pp | 69.5%-0.9pp |
| Annual return | 18.31% | 28.93%-10.6pp | 71.31%-53.0pp | 81.00%-62.7pp |
| Employer contribution / active EE | $1,355 | $1,163+16.5% | $1,983-31.7% | $2,440-44.5% |
| Participant deferral / active EE | $2,227 | $2,394-7.0% | $3,239-31.2% | $3,607-38.3% |
| Admin fee / account holder | $953 | $4,569-79.1% | $6,101-84.4% | $5,124-81.4% |