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 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 | $67,435 | $179,726-62.5% | $156,263-56.8% | $142,382-52.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 13.66% | 77.86%-64.2pp | 59.47%-45.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $9,814 | $5,069+93.6% | $4,333+126.5% | $4,299+128.3% |
| Participant deferral / active EE | $6,359 | $6,956-8.6% | $6,158+3.3% | $6,507-2.3% |
| Admin fee / account holder | $17,410 | $17,272+0.8% | $14,255+22.1% | $12,624+37.9% |