Filed June 17, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $64,986 | $89,355-27.3% | $141,162-54.0% | $72,985-11.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 3.13% | 111.85%-108.7pp | 71.39%-68.3pp | 81.00%-77.9pp |
| Employer contribution / active EE | $4,431 | $3,114+42.3% | $4,735-6.4% | $2,440+81.6% |
| Participant deferral / active EE | $6,658 | $5,418+22.9% | $6,709-0.8% | $3,607+84.6% |
| Admin fee / account holder | $886 | $5,958-85.1% | $10,261-91.4% | $5,124-82.7% |