Filed February 28, 2019 (most recent of 3 filings on file)
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 | $66,653 | $137,414-51.5% | $189,513-64.8% | $85,850-22.4% |
| Participation rate | 95.7% | 84.6%+11.1pp | 87.8%+7.9pp | 69.3%+26.4pp |
| Annual return | 16.51% | 38.14%-21.6pp | 555.15%-538.6pp | 318.53%-302.0pp |
| Employer contribution / active EE | $3,991 | $4,344-8.1% | $6,162-35.2% | $2,565+55.6% |
| Participant deferral / active EE | $3,542 | $6,260-43.4% | $8,221-56.9% | $3,952-10.4% |
| Admin fee / account holder | $1,417 | $8,630-83.6% | $12,045-88.2% | $6,260-77.4% |