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 | $46,318 | $59,417-22.0% | $93,606-50.5% | $74,495-37.8% |
| Participation rate | 41.5% | 59.7%-18.1pp | 68.7%-27.2pp | 67.2%-25.7pp |
| Annual return | 14.03% | 81.83%-67.8pp | 133.20%-119.2pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $1,083 | $1,264-14.3% | $2,420-55.3% | $2,623-58.7% |
| Participant deferral / active EE | $2,711 | $3,050-11.1% | $4,411-38.5% | $4,346-37.6% |
| Admin fee / account holder | $3,058 | $3,021+1.2% | $8,285-63.1% | $1,942+57.5% |