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 | $67,433 | $48,230+39.8% | $67,502-0.1% | $80,856-16.6% |
| Participation rate | 87.5% | 66.4%+21.1pp | 72.9%+14.6pp | 67.6%+19.9pp |
| Annual return | 17.03% | 18.28%-1.2pp | 3512.12%-3495.1pp | 35.59%-18.6pp |
| Employer contribution / active EE | $3,704 | $2,020+83.4% | $2,731+35.6% | $2,755+34.5% |
| Participant deferral / active EE | $6,759 | $2,924+131.2% | $4,000+69.0% | $4,296+57.3% |
| Admin fee / account holder | $1,962 | $3,681-46.7% | $3,998-50.9% | $6,918-71.6% |