Filed November 11, 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 9-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 | $69,370 | $71,883-3.5% | $86,677-20.0% | $68,494+1.3% |
| Participation rate | 73.3% | 72.2%+1.1pp | 76.6%-3.2pp | 67.9%+5.4pp |
| Annual return | -17.10% | 3.52%-20.6pp | 35.91%-53.0pp | -7.84%-9.3pp |
| Employer contribution / active EE | $760 | $2,173-65.0% | $2,836-73.2% | $2,596-70.7% |
| Participant deferral / active EE | $3,269 | $3,779-13.5% | $4,656-29.8% | $4,027-18.8% |
| Admin fee / account holder | $919 | $6,112-85.0% | $7,493-87.7% | $5,403-83.0% |