Filed December 31, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,008 | $74,888-59.9% | $71,209-57.9% | $142,382-78.9% |
| Participation rate | 52.2% | 76.2%-24.1pp | 73.8%-21.6pp | 80.1%-27.9pp |
| Annual return | 15.47% | 345.14%-329.7pp | 282.51%-267.0pp | 217.08%-201.6pp |
| Employer contribution / active EE | $595 | $2,854-79.2% | $2,721-78.1% | $4,299-86.2% |
| Participant deferral / active EE | $1,889 | $4,454-57.6% | $4,175-54.8% | $6,507-71.0% |
| Admin fee / account holder | $4,468 | $5,568-19.8% | $5,349-16.5% | $12,624-64.6% |