Filed July 25, 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 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.
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 | $203,234 | $74,927+171.2% | $101,794+99.7% | $84,808+139.6% |
| Participation rate | 76.9% | 61.4%+15.5pp | 69.2%+7.7pp | 68.3%+8.6pp |
| Annual return | 12.78% | 18.70%-5.9pp | 30.53%-17.7pp | 40.90%-28.1pp |
| Employer contribution / active EE | $3,385 | $1,522+122.4% | $2,289+47.9% | $2,631+28.7% |
| Participant deferral / active EE | $10,005 | $3,099+222.8% | $4,084+145.0% | $4,212+137.6% |
| Admin fee / account holder | $59,658 | $6,514+815.9% | $8,777+579.7% | $7,344+712.4% |