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 | $74,927+90.5% | $101,794+40.2% | $84,808+68.3% |
| Participation rate | 95.0% | 61.4%+33.6pp | 69.2%+25.8pp | 68.3%+26.7pp |
| Annual return | 9.64% | 18.70%-9.1pp | 30.53%-20.9pp | 40.90%-31.3pp |
| Employer contribution / active EE | $67 | $1,522-95.6% | $2,289-97.1% | $2,631-97.4% |
| Participant deferral / active EE | $8,353 | $3,099+169.5% | $4,084+104.5% | $4,212+98.3% |
| Admin fee / account holder | $26,226 | $6,514+302.6% | $8,777+198.8% | $7,344+257.1% |