Filed April 12, 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 | $100,749 | $96,635+4.3% | $86,612+16.3% | $139,434-27.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 123.16% | 106.41%+16.7pp | 591.07%-467.9pp | 372.94%-249.8pp |
| Employer contribution / active EE | $10,499 | $3,263+221.8% | $3,022+247.4% | $4,751+121.0% |
| Participant deferral / active EE | $15,382 | $4,836+218.1% | $4,438+246.6% | $6,710+129.2% |
| Admin fee / account holder | $4,524 | $6,408-29.4% | $5,614-19.4% | $11,403-60.3% |