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 | $72,531 | $48,795+48.6% | $65,493+10.7% | $84,808-14.5% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 14.33% | 20.20%-5.9pp | 982.45%-968.1pp | 40.90%-26.6pp |
| Employer contribution / active EE | $5,959 | $1,930+208.8% | $2,574+131.5% | $2,631+126.5% |
| Participant deferral / active EE | $8,740 | $2,928+198.4% | $3,961+120.6% | $4,212+107.5% |
| Admin fee / account holder | $9,752 | $3,877+151.5% | $5,028+94.0% | $7,344+32.8% |