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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,535 | $49,177-11.5% | $79,464-45.2% | $64,186-32.2% |
| Participation rate | 72.5% | 65.0%+7.4pp | 73.3%-0.9pp | 69.6%+2.9pp |
| Annual return | -9.42% | -1.16%-8.3pp | 718.14%-727.6pp | 7.63%-17.1pp |
| Employer contribution / active EE | $2,093 | $2,076+0.8% | $2,800-25.2% | $2,381-12.1% |
| Participant deferral / active EE | $2,344 | $2,821-16.9% | $3,704-36.7% | $3,470-32.5% |
| Admin fee / account holder | $2,342 | $3,839-39.0% | $5,113-54.2% | $4,888-52.1% |