Filed June 11, 2019
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 8-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 | $167,069 | $106,515+56.9% | $96,683+72.8% | $139,434+19.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.70% | 38.43%-19.7pp | 35.69%-17.0pp | 372.94%-354.2pp |
| Employer contribution / active EE | $7,992 | $4,103+94.8% | $3,737+113.9% | $4,751+68.2% |
| Participant deferral / active EE | $11,122 | $5,454+103.9% | $4,878+128.0% | $6,710+65.7% |
| Admin fee / account holder | $800 | $7,877-89.8% | $6,730-88.1% | $11,403-93.0% |