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 | $68,823 | $138,347-50.3% | $184,203-62.6% | $80,856-14.9% |
| Participation rate | 93.9% | 83.9%+10.1pp | 86.8%+7.1pp | 67.6%+26.3pp |
| Annual return | 13.54% | 20.02%-6.5pp | 28.81%-15.3pp | 35.59%-22.1pp |
| Employer contribution / active EE | $4,849 | $4,8500% | $6,427-24.6% | $2,755+76.0% |
| Participant deferral / active EE | $4,778 | $7,071-32.4% | $9,131-47.7% | $4,296+11.2% |
| Admin fee / account holder | $3,433 | $10,483-67.3% | $13,901-75.3% | $6,918-50.4% |