Filed April 9, 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 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 | $51,882 | $63,346-18.1% | $92,233-43.7% | $70,131-26.0% |
| Participation rate | 81.4% | 68.7%+12.7pp | 76.5%+4.9pp | 69.5%+11.9pp |
| Annual return | 15.41% | 530.12%-514.7pp | 176.28%-160.9pp | 73.14%-57.7pp |
| Employer contribution / active EE | $1,000 | $2,471-59.5% | $3,679-72.8% | $2,342-57.3% |
| Participant deferral / active EE | $2,977 | $2,854+4.3% | $3,897-23.6% | $3,332-10.6% |
| Admin fee / account holder | $403 | $3,840-89.5% | $5,194-92.2% | $4,645-91.3% |