Filed August 1, 2018
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,270 | $73,515-58.8% | $62,995-51.9% | $147,584-79.5% |
| Participation rate | 47.8% | 77.9%-30.0pp | 74.8%-27.0pp | 82.8%-35.0pp |
| Annual return | 12.19% | 175.43%-163.2pp | 87.57%-75.4pp | 578.55%-566.4pp |
| Employer contribution / active EE | $487 | $3,320-85.3% | $2,759-82.4% | $4,876-90.0% |
| Participant deferral / active EE | $2,917 | $4,185-30.3% | $3,329-12.4% | $5,439-46.4% |
| Admin fee / account holder | $3,482 | $5,953-41.5% | $3,600-3.3% | $10,885-68.0% |