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 | $91,921 | $95,803-4.1% | $113,168-18.8% | $84,808+8.4% |
| Participation rate | 79.1% | 72.9%+6.2pp | 76.6%+2.5pp | 68.3%+10.8pp |
| Annual return | 14.88% | 25.00%-10.1pp | 24.27%-9.4pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,031 | $2,360-56.3% | $2,975-65.4% | $2,631-60.8% |
| Participant deferral / active EE | $4,745 | $4,242+11.9% | $5,107-7.1% | $4,212+12.7% |
| Admin fee / account holder | $4,776 | $8,989-46.9% | $12,068-60.4% | $7,344-35.0% |