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 | $115,158 | $157,256-26.8% | $141,162-18.4% | $152,861-24.7% |
| Participation rate | 95.5% | 84.8%+10.6pp | 82.5%+13.0pp | 82.4%+13.0pp |
| Annual return | 38.15% | 64.32%-26.2pp | 71.39%-33.2pp | 345.32%-307.2pp |
| Employer contribution / active EE | $3,218 | $5,261-38.8% | $4,735-32.0% | $4,762-32.4% |
| Participant deferral / active EE | $7,264 | $7,109+2.2% | $6,709+8.3% | $5,850+24.2% |
| Admin fee / account holder | $385 | $12,120-96.8% | $10,261-96.2% | $11,596-96.7% |