Filed December 20, 1 (most recent of 2 filings on file)
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 7-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,980 | $118,680-73.9% | $98,907-68.7% | $158,922-80.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 16.76% | 372.35%-355.6pp | 196.43%-179.7pp | 302.83%-286.1pp |
| Employer contribution / active EE | $1,821 | $3,333-45.4% | $2,689-32.3% | $4,761-61.8% |
| Participant deferral / active EE | $1,008 | $5,088-80.2% | $4,244-76.2% | $5,982-83.1% |
| Admin fee / account holder | $1,712 | $10,131-83.1% | $6,642-74.2% | $11,246-84.8% |