Filed September 21, 2022
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $582,819 | $97,125+500.1% | $86,233+575.9% | $137,256+324.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 14.36% | 74.19%-59.8pp | 61.39%-47.0pp | 220.34%-206.0pp |
| Employer contribution / active EE | $4,684 | $2,841+64.8% | $2,504+87.0% | $4,156+12.7% |
| Participant deferral / active EE | $16,178 | $5,180+212.3% | $4,559+254.8% | $6,407+152.5% |
| Admin fee / account holder | $171 | $9,725-98.2% | $8,342-98.0% | $12,270-98.6% |