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 | $51,151 | $46,553+9.9% | $64,056-20.1% | $75,163-31.9% |
| Participation rate | 84.6% | 65.9%+18.7pp | 72.3%+12.3pp | 67.2%+17.4pp |
| Annual return | 13.79% | 26.03%-12.2pp | 33.69%-19.9pp | 160.62%-146.8pp |
| Employer contribution / active EE | $3,485 | $1,974+76.5% | $2,747+26.9% | $2,670+30.5% |
| Participant deferral / active EE | $5,838 | $2,837+105.8% | $3,880+50.5% | $4,125+41.5% |
| Admin fee / account holder | $7,621 | $2,952+158.1% | $3,068+148.4% | $5,651+34.9% |