Filed June 8, 2022 (most recent of 2 filings on file)
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $45,054 | $87,841-48.7% | $133,980-66.4% | $62,891-28.4% |
| Participation rate | 82.1% | 83.4%-1.3pp | 87.1%-5.0pp | 69.3%+12.8pp |
| Annual return | 7.48% | 12.05%-4.6pp | 29.30%-21.8pp | 20.14%-12.7pp |
| Employer contribution / active EE | $2,179 | $3,483-37.4% | $5,211-58.2% | $2,281-4.5% |
| Participant deferral / active EE | $1,893 | $4,812-60.7% | $6,282-69.9% | $3,203-40.9% |
| Admin fee / account holder | $3,140 | $5,371-41.5% | $9,324-66.3% | $4,296-26.9% |