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 | $93,307 | $93,3460% | $71,796+30.0% | $273,961-65.9% |
| Participation rate | 83.3% | 76.5%+6.8pp | 69.1%+14.2pp | 83.0%+0.3pp |
| Annual return | 6.65% | 130.39%-123.7pp | 78.04%-71.4pp | 41.45%-34.8pp |
| Employer contribution / active EE | $3,939 | $2,733+44.1% | $1,924+104.7% | $4,869-19.1% |
| Participant deferral / active EE | $10,281 | $3,475+195.9% | $2,794+267.9% | $5,287+94.5% |
| Admin fee / account holder | $2,038 | $6,571-69.0% | $4,815-57.7% | $10,132-79.9% |