Filed January 28, 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 | $52,922 | $77,419-31.6% | $69,455-23.8% | $152,861-65.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 61.03% | 39.06%+22.0pp | 28.97%+32.1pp | 345.32%-284.3pp |
| Employer contribution / active EE | $4,737 | $3,315+42.9% | $2,779+70.5% | $4,762-0.5% |
| Participant deferral / active EE | $5,089 | $4,414+15.3% | $3,535+43.9% | $5,850-13.0% |
| Admin fee / account holder | $2,377 | $6,207-61.7% | $3,839-38.1% | $11,596-79.5% |