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.
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 | $70,233 | $80,968-13.3% | $96,544-27.3% | $75,163-6.6% |
| Participation rate | 62.3% | 71.8%-9.5pp | 76.0%-13.7pp | 67.2%-4.9pp |
| Annual return | 10.93% | 27.06%-16.1pp | 25.84%-14.9pp | 160.62%-149.7pp |
| Employer contribution / active EE | $1,816 | $2,282-20.4% | $2,965-38.8% | $2,670-32.0% |
| Participant deferral / active EE | $3,262 | $3,928-17.0% | $4,851-32.8% | $4,125-20.9% |
| Admin fee / account holder | $4,018 | $6,724-40.2% | $8,252-51.3% | $5,651-28.9% |