Filed December 21, 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.
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $278,867 | $144,119+93.5% | $117,854+136.6% | $147,584+89.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 12.04% | 531.15%-519.1pp | 335.08%-323.0pp | 578.55%-566.5pp |
| Employer contribution / active EE | $11,739 | $4,896+139.7% | $3,786+210.0% | $4,876+140.7% |
| Participant deferral / active EE | $11,600 | $5,316+118.2% | $4,482+158.8% | $5,439+113.3% |
| Admin fee / account holder | $732 | $10,886-93.3% | $8,020-90.9% | $10,885-93.3% |