Filed March 14, 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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,892 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,647 | $57,016-37.5% | $84,966-58.0% | $80,856-55.9% |
| Participation rate | 85.6% | 56.3%+29.2pp | 67.5%+18.1pp | 67.6%+17.9pp |
| Annual return | 14.59% | 21.66%-7.1pp | 66.38%-51.8pp | 35.59%-21.0pp |
| Employer contribution / active EE | $2,449 | $1,798+36.2% | $2,727-10.2% | $2,755-11.1% |
| Participant deferral / active EE | $4,321 | $3,110+39.0% | $4,519-4.4% | $4,296+0.6% |
| Admin fee / account holder | $316 | $4,980-93.7% | $6,149-94.9% | $6,918-95.4% |