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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,219 | $47,848-26.4% | $81,478-56.8% | $70,131-49.8% |
| Participation rate | 68.9% | 58.3%+10.6pp | 68.0%+1.0pp | 69.5%-0.6pp |
| Annual return | 20.55% | 27.25%-6.7pp | 38.78%-18.2pp | 73.14%-52.6pp |
| Employer contribution / active EE | $1,489 | $1,527-2.5% | $2,568-42.0% | $2,342-36.5% |
| Participant deferral / active EE | $2,780 | $2,453+13.3% | $3,537-21.4% | $3,332-16.6% |
| Admin fee / account holder | $3,172 | $3,145+0.9% | $4,561-30.5% | $4,645-31.7% |