Filed September 22, 2020
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 | $66,179 | $63,346+4.5% | $92,233-28.2% | $70,131-5.6% |
| Participation rate | 97.2% | 68.7%+28.5pp | 76.5%+20.7pp | 69.5%+27.7pp |
| Annual return | 15.27% | 530.12%-514.8pp | 176.28%-161.0pp | 73.14%-57.9pp |
| Employer contribution / active EE | $1,821 | $2,471-26.3% | $3,679-50.5% | $2,342-22.3% |
| Participant deferral / active EE | $3,172 | $2,854+11.1% | $3,897-18.6% | $3,332-4.8% |
| Admin fee / account holder | $1,726 | $3,840-55.0% | $5,194-66.8% | $4,645-62.8% |