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 | $73,281 | $73,933-0.9% | $96,683-24.2% | $75,163-2.5% |
| Participation rate | 88.6% | 66.4%+22.1pp | 74.3%+14.2pp | 67.2%+21.4pp |
| Annual return | 27.47% | 26.70%+0.8pp | 35.69%-8.2pp | 160.62%-133.1pp |
| Employer contribution / active EE | $2,701 | $2,928-7.7% | $3,737-27.7% | $2,670+1.2% |
| Participant deferral / active EE | $5,381 | $3,659+47.1% | $4,878+10.3% | $4,125+30.4% |
| Admin fee / account holder | $5,492 | $5,216+5.3% | $6,730-18.4% | $5,651-2.8% |