Filed August 15, 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.
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 | $59,598 | $72,277-17.5% | $101,248-41.1% | $79,858-25.4% |
| Participation rate | 97.1% | 68.5%+28.7pp | 75.8%+21.3pp | 69.6%+27.5pp |
| Annual return | 17.97% | 22.30%-4.3pp | 46.47%-28.5pp | 31.71%-13.7pp |
| Employer contribution / active EE | $1,961 | $2,692-27.2% | $3,660-46.4% | $2,471-20.6% |
| Participant deferral / active EE | $4,130 | $3,282+25.9% | $4,370-5.5% | $3,740+10.4% |
| Admin fee / account holder | $875 | $4,400-80.1% | $5,945-85.3% | $5,306-83.5% |