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.)
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 | $58,328 | $48,076+21.3% | $78,689-25.9% | $62,891-7.3% |
| Participation rate | 83.3% | 65.2%+18.1pp | 73.6%+9.8pp | 69.3%+14.0pp |
| Annual return | 7.55% | 31.35%-23.8pp | 62.18%-54.6pp | 20.14%-12.6pp |
| Employer contribution / active EE | $2,061 | $2,015+2.3% | $2,851-27.7% | $2,281-9.7% |
| Participant deferral / active EE | $2,513 | $2,588-2.9% | $3,517-28.6% | $3,203-21.6% |
| Admin fee / account holder | $1,298 | $3,207-59.5% | $4,510-71.2% | $4,296-69.8% |