Filed December 18, 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 | $45,647 | $49,227-7.3% | $70,449-35.2% | $79,858-42.8% |
| Participation rate | 90.0% | 69.2%+20.8pp | 75.1%+14.9pp | 69.6%+20.4pp |
| Annual return | 20.18% | 30.06%-9.9pp | 109.03%-88.8pp | 31.71%-11.5pp |
| Employer contribution / active EE | $3,232 | $2,099+54.0% | $2,737+18.1% | $2,471+30.8% |
| Participant deferral / active EE | $7,922 | $2,768+186.2% | $3,709+113.6% | $3,740+111.8% |
| Admin fee / account holder | $3,768 | $2,878+30.9% | $3,845-2.0% | $5,306-29.0% |