Filed August 18, 2020 (most recent of 3 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 8-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 | $24,606 | $107,334-77.1% | $92,893-73.5% | $152,861-83.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 19.91% | 145.58%-125.7pp | 109.41%-89.5pp | 345.32%-325.4pp |
| Employer contribution / active EE | $5,264 | $4,221+24.7% | $3,653+44.1% | $4,762+10.5% |
| Participant deferral / active EE | $4,874 | $4,845+0.6% | $4,236+15.1% | $5,850-16.7% |
| Admin fee / account holder | $565 | $7,079-92.0% | $5,794-90.3% | $11,596-95.1% |