Filed January 7, 2021
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 | $86,751 | $136,307-36.4% | $106,619-18.6% | $273,961-68.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 9.62% | 11.05%-1.4pp | 9.42%+0.2pp | 41.45%-31.8pp |
| Employer contribution / active EE | $3,024 | $5,190-41.7% | $3,947-23.4% | $4,869-37.9% |
| Participant deferral / active EE | $5,705 | $4,969+14.8% | $3,930+45.2% | $5,287+7.9% |
| Admin fee / account holder | $3,123 | $8,625-63.8% | $6,418-51.3% | $10,132-69.2% |