Filed February 20, 2020
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 | $109,708 | $84,233+30.2% | $170,442-35.6% | $70,131+56.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.31% | 23.06%-7.8pp | 205.93%-190.6pp | 73.14%-57.8pp |
| Employer contribution / active EE | $5,201 | $3,387+53.6% | $5,433-4.3% | $2,342+122.0% |
| Participant deferral / active EE | $3,694 | $3,086+19.7% | $4,939-25.2% | $3,332+10.9% |
| Admin fee / account holder | $3,450 | $5,698-39.5% | $13,880-75.1% | $4,645-25.7% |