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 | $100,359 | $62,573+60.4% | $85,682+17.1% | $85,850+16.9% |
| Participation rate | 62.2% | 61.1%+1.1pp | 69.9%-7.6pp | 69.3%-7.1pp |
| Annual return | 14.00% | 23.77%-9.8pp | 21.49%-7.5pp | 318.53%-304.5pp |
| Employer contribution / active EE | $1,736 | $1,757-1.2% | $2,618-33.7% | $2,565-32.3% |
| Participant deferral / active EE | $5,453 | $2,802+94.6% | $3,923+39.0% | $3,952+38.0% |
| Admin fee / account holder | $10,752 | $4,640+131.7% | $6,873+56.4% | $6,260+71.8% |