Filed October 30, 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 | $32,470 | $48,076-32.5% | $78,689-58.7% | $62,891-48.4% |
| Participation rate | 90.0% | 65.2%+24.8pp | 73.6%+16.4pp | 69.3%+20.7pp |
| Annual return | 6.96% | 31.35%-24.4pp | 62.18%-55.2pp | 20.14%-13.2pp |
| Employer contribution / active EE | $3,050 | $2,015+51.4% | $2,851+7.0% | $2,281+33.7% |
| Participant deferral / active EE | $3,122 | $2,588+20.6% | $3,517-11.2% | $3,203-2.5% |
| Admin fee / account holder | $2,069 | $3,207-35.5% | $4,510-54.1% | $4,296-51.8% |