Filed May 24, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,386 | $53,127-1.4% | $86,590-39.5% | $70,131-25.3% |
| Participation rate | 63.4% | 65.3%-1.9pp | 73.5%-10.1pp | 69.5%-6.1pp |
| Annual return | 9.07% | 27.66%-18.6pp | 964.84%-955.8pp | 73.14%-64.1pp |
| Employer contribution / active EE | $777 | $2,068-62.4% | $2,839-72.6% | $2,342-66.8% |
| Participant deferral / active EE | $2,027 | $2,696-24.8% | $3,609-43.8% | $3,332-39.1% |
| Admin fee / account holder | $788 | $3,585-78.0% | $4,906-83.9% | $4,645-83.0% |