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 | $16,915 | $69,518-75.7% | $59,878-71.8% | $135,375-87.5% |
| Participation rate | 45.8% | 77.8%-32.0pp | 74.7%-28.9pp | 82.6%-36.8pp |
| Annual return | 6.53% | 7.94%-1.4pp | 3.46%+3.1pp | 519.73%-513.2pp |
| Employer contribution / active EE | $517 | $3,235-84.0% | $2,722-81.0% | $4,779-89.2% |
| Participant deferral / active EE | $3,069 | $4,206-27.0% | $3,402-9.8% | $5,609-45.3% |
| Admin fee / account holder | $13,758 | $5,734+139.9% | $3,590+283.2% | $10,827+27.1% |