Filed August 1, 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 7-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 | $78,179 | $209,336-62.7% | $197,124-60.3% | $137,256-43.0% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 26.45% | 48.09%-21.6pp | 44.34%-17.9pp | 220.34%-193.9pp |
| Employer contribution / active EE | $4,365 | $6,591-33.8% | $6,227-29.9% | $4,156+5.0% |
| Participant deferral / active EE | $5,924 | $9,614-38.4% | $9,135-35.2% | $6,407-7.5% |
| Admin fee / account holder | $3,158 | $17,308-81.8% | $16,298-80.6% | $12,270-74.3% |