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.
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 | $185,771 | $65,041+185.6% | $90,951+104.3% | $79,858+132.6% |
| Participation rate | 75.0% | 61.6%+13.4pp | 69.0%+6.0pp | 69.6%+5.4pp |
| Annual return | 9.19% | 30.45%-21.3pp | 134.60%-125.4pp | 31.71%-22.5pp |
| Employer contribution / active EE | $1,900 | $1,247+52.3% | $2,122-10.5% | $2,471-23.1% |
| Participant deferral / active EE | $2,678 | $2,512+6.6% | $3,373-20.6% | $3,740-28.4% |
| Admin fee / account holder | $9,419 | $4,536+107.6% | $5,959+58.1% | $5,306+77.5% |