Filed March 13, 2019
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 | $36,976 | $77,899-52.5% | $149,673-75.3% | $75,163-50.8% |
| Participation rate | 93.0% | 65.6%+27.4pp | 78.8%+14.2pp | 67.2%+25.8pp |
| Annual return | 27.15% | 31.72%-4.6pp | 134.42%-107.3pp | 160.62%-133.5pp |
| Employer contribution / active EE | $2,283 | $3,137-27.2% | $4,818-52.6% | $2,670-14.5% |
| Participant deferral / active EE | $3,242 | $3,411-5.0% | $5,680-42.9% | $4,125-21.4% |
| Admin fee / account holder | $3,384 | $5,956-43.2% | $13,210-74.4% | $5,651-40.1% |