Filed June 11, 1
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 | $99,511 | $97,757+1.8% | $83,848+18.7% | $135,375-26.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 0.31% | 1287.37%-1287.1pp | 850.88%-850.6pp | 519.73%-519.4pp |
| Employer contribution / active EE | $3,228 | $4,222-23.5% | $3,631-11.1% | $4,779-32.5% |
| Participant deferral / active EE | $8,441 | $4,682+80.3% | $4,082+106.8% | $5,609+50.5% |
| Admin fee / account holder | $24,449 | $6,674+266.3% | $5,478+346.3% | $10,827+125.8% |