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 | $50,779 | $53,127-4.4% | $86,590-41.4% | $70,131-27.6% |
| Participation rate | 75.0% | 65.3%+9.7pp | 73.5%+1.5pp | 69.5%+5.5pp |
| Annual return | 19.23% | 27.66%-8.4pp | 964.84%-945.6pp | 73.14%-53.9pp |
| Employer contribution / active EE | $2,037 | $2,068-1.5% | $2,839-28.3% | $2,342-13.1% |
| Participant deferral / active EE | $2,325 | $2,696-13.8% | $3,609-35.6% | $3,332-30.2% |
| Admin fee / account holder | $1,595 | $3,585-55.5% | $4,906-67.5% | $4,645-65.7% |