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.
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 | $30,517 | $43,075-29.2% | $74,583-59.1% | $62,891-51.5% |
| Participation rate | 72.0% | 58.1%+13.9pp | 68.1%+3.8pp | 69.3%+2.6pp |
| Annual return | 18.54% | 17.50%+1.0pp | 20.47%-1.9pp | 20.14%-1.6pp |
| Employer contribution / active EE | $1,422 | $1,498-5.1% | $2,525-43.7% | $2,281-37.7% |
| Participant deferral / active EE | $2,481 | $2,389+3.8% | $3,458-28.3% | $3,203-22.5% |
| Admin fee / account holder | $1,087 | $2,840-61.7% | $4,138-73.7% | $4,296-74.7% |