Filed June 11, 2019 (most recent of 2 filings on file)
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.)
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 | $83,609 | $77,813+7.4% | $123,544-32.3% | $64,186+30.3% |
| Participation rate | 86.2% | 74.7%+11.5pp | 82.3%+3.9pp | 69.6%+16.6pp |
| Annual return | -6.94% | 12.48%-19.4pp | 119.20%-126.1pp | 7.63%-14.6pp |
| Employer contribution / active EE | $2,242 | $3,014-25.6% | $4,628-51.6% | $2,381-5.9% |
| Participant deferral / active EE | $5,458 | $5,240+4.2% | $6,426-15.1% | $3,470+57.3% |
| Admin fee / account holder | $2,062 | $5,519-62.6% | $9,284-77.8% | $4,888-57.8% |