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 | $70,514 | $80,968-12.9% | $96,544-27.0% | $75,163-6.2% |
| Participation rate | 76.0% | 71.8%+4.2pp | 76.0%0pp | 67.2%+8.8pp |
| Annual return | 15.60% | 27.06%-11.5pp | 25.84%-10.2pp | 160.62%-145.0pp |
| Employer contribution / active EE | $796 | $2,282-65.1% | $2,965-73.2% | $2,670-70.2% |
| Participant deferral / active EE | $3,477 | $3,928-11.5% | $4,851-28.3% | $4,125-15.7% |
| Admin fee / account holder | $5,926 | $6,724-11.9% | $8,252-28.2% | $5,651+4.9% |