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 | $223,341 | $111,754+99.9% | $103,333+116.1% | $145,922+53.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 19.18% | 24.77%-5.6pp | 24.88%-5.7pp | 561.29%-542.1pp |
| Employer contribution / active EE | $17,199 | $4,212+308.3% | $3,868+344.7% | $4,660+269.1% |
| Participant deferral / active EE | $14,567 | $5,619+159.3% | $5,057+188.0% | $6,688+117.8% |
| Admin fee / account holder | $14,439 | $9,750+48.1% | $8,355+72.8% | $13,397+7.8% |