Filed March 13, 2019
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 8-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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,030 | $106,749+9.6% | $145,433-19.5% | $82,448+41.9% |
| Participation rate | 97.7% | 75.6%+22.1pp | 82.1%+15.6pp | 68.1%+29.7pp |
| Annual return | 19.43% | 27.59%-8.2pp | 66.58%-47.1pp | 41.64%-22.2pp |
| Employer contribution / active EE | $8,165 | $3,444+137.0% | $4,554+79.3% | $2,551+220.1% |
| Participant deferral / active EE | $8,843 | $6,519+35.7% | $7,897+12.0% | $4,139+113.6% |
| Admin fee / account holder | $608 | $8,390-92.7% | $13,129-95.4% | $7,234-91.6% |