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 | $128,764 | $70,428+82.8% | $96,562+33.3% | $85,850+50.0% |
| Participation rate | 75.9% | 61.8%+14.1pp | 69.8%+6.0pp | 69.3%+6.5pp |
| Annual return | 6.34% | 18.59%-12.3pp | 37.78%-31.4pp | 318.53%-312.2pp |
| Employer contribution / active EE | $2,678 | $1,413+89.6% | $2,356+13.7% | $2,565+4.4% |
| Participant deferral / active EE | $3,220 | $2,894+11.3% | $3,849-16.3% | $3,952-18.5% |
| Admin fee / account holder | $49,460 | $4,997+889.9% | $6,181+700.2% | $6,260+690.1% |