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 | $66,726 | $53,127+25.6% | $86,590-22.9% | $70,131-4.9% |
| Participation rate | 96.4% | 65.3%+31.1pp | 73.5%+22.9pp | 69.5%+26.9pp |
| Annual return | 19.40% | 27.66%-8.3pp | 964.84%-945.4pp | 73.14%-53.7pp |
| Employer contribution / active EE | $1,638 | $2,068-20.8% | $2,839-42.3% | $2,342-30.1% |
| Participant deferral / active EE | $2,871 | $2,696+6.5% | $3,609-20.4% | $3,332-13.8% |
| Admin fee / account holder | $6,879 | $3,585+91.8% | $4,906+40.2% | $4,645+48.1% |