Filed October 16, 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 | $90,728 | $55,706+62.9% | $75,886+19.6% | $72,985+24.3% |
| Participation rate | 58.3% | 61.1%-2.8pp | 69.3%-10.9pp | 69.5%-11.2pp |
| Annual return | 22.79% | 27.59%-4.8pp | 30.76%-8.0pp | 81.00%-58.2pp |
| Employer contribution / active EE | $1,829 | $1,687+8.4% | $2,500-26.9% | $2,440-25.1% |
| Participant deferral / active EE | $6,566 | $2,634+149.3% | $3,603+82.2% | $3,607+82.0% |
| Admin fee / account holder | $1,778 | $3,978-55.3% | $5,418-67.2% | $5,124-65.3% |