Filed July 18, 2018
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $17,390 | $99,341-82.5% | $84,750-79.5% | $273,961-93.7% |
| Participation rate | 58.3% | 80.7%-22.4pp | 76.6%-18.3pp | 83.0%-24.7pp |
| Annual return | 20.68% | 22.93%-2.2pp | 22.78%-2.1pp | 41.45%-20.8pp |
| Employer contribution / active EE | $1,181 | $4,214-72.0% | $3,574-66.9% | $4,869-75.7% |
| Participant deferral / active EE | $2,020 | $4,269-52.7% | $3,712-45.6% | $5,287-61.8% |
| Admin fee / account holder | $18 | $6,644-99.7% | $5,332-99.7% | $10,132-99.8% |