Filed November 29, 2021
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 4-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.)
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 | $82,424 | $148,978-44.7% | $200,582-58.9% | $84,808-2.8% |
| Participation rate | 70.0% | 84.2%-14.2pp | 86.9%-16.9pp | 68.3%+1.7pp |
| Annual return | 16.81% | 28.16%-11.4pp | 42.33%-25.5pp | 40.90%-24.1pp |
| Employer contribution / active EE | $4,021 | $4,815-16.5% | $6,419-37.4% | $2,631+52.8% |
| Participant deferral / active EE | $8,182 | $7,142+14.6% | $9,331-12.3% | $4,212+94.3% |
| Admin fee / account holder | $3,053 | $13,977-78.2% | $16,305-81.3% | $7,344-58.4% |