Filed January 30, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,255 | $71,883-71.8% | $86,677-76.6% | $68,494-70.4% |
| Participation rate | 97.6% | 72.2%+25.4pp | 76.6%+21.0pp | 67.9%+29.7pp |
| Annual return | -64.66% | 3.52%-68.2pp | 35.91%-100.6pp | -7.84%-56.8pp |
| Employer contribution / active EE | $7,797 | $2,173+258.8% | $2,836+174.9% | $2,596+200.3% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,027-100.0% |
| Admin fee / account holder | $2,525 | $6,112-58.7% | $7,493-66.3% | $5,403-53.3% |