Filed November 23, 2021 (most recent of 2 filings on file)
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 9-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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,591 | $53,822-43.2% | $75,696-59.6% | $85,850-64.4% |
| Participation rate | 98.9% | 69.1%+29.8pp | 74.8%+24.0pp | 69.3%+29.5pp |
| Annual return | 33.11% | 24.54%+8.6pp | 104.53%-71.4pp | 318.53%-285.4pp |
| Employer contribution / active EE | $2,415 | $2,017+19.7% | $2,743-12.0% | $2,565-5.9% |
| Participant deferral / active EE | $2,711 | $2,895-6.3% | $3,821-29.0% | $3,952-31.4% |
| Admin fee / account holder | $149 | $3,343-95.5% | $3,619-95.9% | $6,260-97.6% |