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 | $129,797 | $46,553+178.8% | $64,056+102.6% | $75,163+72.7% |
| Participation rate | 79.5% | 65.9%+13.5pp | 72.3%+7.2pp | 67.2%+12.3pp |
| Annual return | 17.45% | 26.03%-8.6pp | 33.69%-16.2pp | 160.62%-143.2pp |
| Employer contribution / active EE | $4,264 | $1,974+116.0% | $2,747+55.3% | $2,670+59.7% |
| Participant deferral / active EE | $9,169 | $2,837+223.2% | $3,880+136.3% | $4,125+122.3% |
| Admin fee / account holder | $763 | $2,952-74.1% | $3,068-75.1% | $5,651-86.5% |