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.
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 | $37,907 | $78,422-51.7% | $95,952-60.5% | $79,858-52.5% |
| Participation rate | 78.3% | 73.5%+4.8pp | 77.1%+1.2pp | 69.6%+8.6pp |
| Annual return | 9.25% | 19.37%-10.1pp | 91.61%-82.4pp | 31.71%-22.5pp |
| Employer contribution / active EE | $2,073 | $1,945+6.6% | $2,541-18.4% | $2,471-16.1% |
| Participant deferral / active EE | $2,998 | $3,440-12.8% | $4,167-28.0% | $3,740-19.8% |
| Admin fee / account holder | $2,921 | $5,622-48.1% | $6,795-57.0% | $5,306-45.0% |