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 | $157,682 | $124,281+26.9% | $109,143+44.5% | $167,490-5.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 10.64% | 26.04%-15.4pp | 25.75%-15.1pp | 478.56%-467.9pp |
| Employer contribution / active EE | $6,608 | $4,207+57.1% | $3,722+77.5% | $4,837+36.6% |
| Participant deferral / active EE | $11,604 | $5,255+120.8% | $4,653+149.4% | $6,341+83.0% |
| Admin fee / account holder | $18,470 | $7,970+131.8% | $6,752+173.5% | $12,309+50.1% |