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 | $54,078 | $53,822+0.5% | $75,696-28.6% | $85,850-37.0% |
| Participation rate | 90.0% | 69.1%+20.9pp | 74.8%+15.2pp | 69.3%+20.7pp |
| Annual return | 32.17% | 24.54%+7.6pp | 104.53%-72.4pp | 318.53%-286.4pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,407 | $2,895+155.8% | $3,821+93.8% | $3,952+87.4% |
| Admin fee / account holder | $14,418 | $3,343+331.3% | $3,619+298.4% | $6,260+130.3% |