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 | $100,773+478.3% | $88,946+555.3% | $142,382+309.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 14.36% | 70.18%-55.8pp | 57.82%-43.5pp | 217.08%-202.7pp |
| Employer contribution / active EE | $4,684 | $2,918+60.5% | $2,555+83.3% | $4,299+8.9% |
| Participant deferral / active EE | $16,178 | $5,230+209.3% | $4,581+253.1% | $6,507+148.6% |
| Admin fee / account holder | $171 | $9,693-98.2% | $8,261-97.9% | $12,624-98.6% |