Filed August 1, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,123 | $54,701-28.5% | $86,188-54.6% | $71,457-45.3% |
| Participation rate | 42.5% | 60.1%-17.6pp | 69.0%-26.4pp | 67.9%-25.4pp |
| Annual return | 18.17% | 20.06%-1.9pp | 1168.45%-1150.3pp | 28.85%-10.7pp |
| Employer contribution / active EE | $928 | $1,265-26.6% | $2,380-61.0% | $2,588-64.1% |
| Participant deferral / active EE | $2,093 | $3,108-32.7% | $3,985-47.5% | $4,289-51.2% |
| Admin fee / account holder | $3,039 | $1,922+58.1% | $6,852-55.7% | $1,587+91.4% |