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 | $70,936 | $86,929-18.4% | $102,423-30.7% | $80,856-12.3% |
| Participation rate | 62.7% | 72.4%-9.6pp | 76.5%-13.7pp | 67.6%-4.9pp |
| Annual return | 7.92% | 18.88%-11.0pp | 29.32%-21.4pp | 35.59%-27.7pp |
| Employer contribution / active EE | $1,952 | $2,369-17.6% | $3,023-35.4% | $2,755-29.2% |
| Participant deferral / active EE | $3,440 | $4,118-16.5% | $5,053-31.9% | $4,296-19.9% |
| Admin fee / account holder | $2,125 | $8,049-73.6% | $9,451-77.5% | $6,918-69.3% |