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 | $104,231 | $59,839+74.2% | $81,983+27.1% | $79,858+30.5% |
| Participation rate | 63.9% | 61.6%+2.3pp | 69.2%-5.4pp | 69.6%-5.7pp |
| Annual return | 15.52% | 17.56%-2.0pp | 41.31%-25.8pp | 31.71%-16.2pp |
| Employer contribution / active EE | $2,058 | $1,713+20.1% | $2,498-17.6% | $2,471-16.7% |
| Participant deferral / active EE | $6,676 | $2,695+147.7% | $3,722+79.4% | $3,740+78.5% |
| Admin fee / account holder | $592 | $4,287-86.2% | $5,664-89.5% | $5,306-88.8% |