Filed July 31, 2019 (most recent of 4 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 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $142,711 | $73,787+93.4% | $98,716+44.6% | $82,448+73.1% |
| Participation rate | 95.0% | 61.4%+33.6pp | 69.3%+25.7pp | 68.1%+26.9pp |
| Annual return | 9.64% | 18.57%-8.9pp | 31.81%-22.2pp | 41.64%-32.0pp |
| Employer contribution / active EE | $67 | $1,511-95.5% | $2,279-97.0% | $2,551-97.4% |
| Participant deferral / active EE | $8,353 | $3,081+171.1% | $4,048+106.4% | $4,139+101.8% |
| Admin fee / account holder | $26,226 | $6,500+303.5% | $8,703+201.3% | $7,234+262.5% |