Filed January 11, 2023 (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 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.)
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 | $120,653 | $45,073+167.7% | $69,455+73.7% | $72,985+65.3% |
| Participation rate | 73.8% | 68.5%+5.3pp | 74.6%-0.8pp | 69.5%+4.3pp |
| Annual return | 26.88% | 22.65%+4.2pp | 28.97%-2.1pp | 81.00%-54.1pp |
| Employer contribution / active EE | $3,002 | $2,054+46.2% | $2,779+8.0% | $2,440+23.0% |
| Participant deferral / active EE | $6,182 | $2,602+137.6% | $3,535+74.8% | $3,607+71.4% |
| Admin fee / account holder | $15,675 | $3,056+413.0% | $3,839+308.3% | $5,124+205.9% |