Filed May 4, 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 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.
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 | $28,630 | $72,492-60.5% | $87,100-67.1% | $72,985-60.8% |
| Participation rate | 83.3% | 72.8%+10.5pp | 76.9%+6.5pp | 69.5%+13.8pp |
| Annual return | 19.32% | 24.46%-5.1pp | 28.19%-8.9pp | 81.00%-61.7pp |
| Employer contribution / active EE | $2,124 | $1,894+12.1% | $2,521-15.8% | $2,440-13.0% |
| Participant deferral / active EE | $2,621 | $3,270-19.8% | $4,049-35.3% | $3,607-27.4% |
| Admin fee / account holder | $37 | $5,055-99.3% | $7,497-99.5% | $5,124-99.3% |