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.
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 | $47,220 | $109,359-56.8% | $162,163-70.9% | $72,985-35.3% |
| Participation rate | 86.7% | 84.3%+2.4pp | 87.6%-0.9pp | 69.5%+17.2pp |
| Annual return | 22.71% | 25.46%-2.7pp | 115.59%-92.9pp | 81.00%-58.3pp |
| Employer contribution / active EE | $2,022 | $3,907-48.3% | $5,614-64.0% | $2,440-17.1% |
| Participant deferral / active EE | $2,701 | $5,481-50.7% | $7,298-63.0% | $3,607-25.1% |
| Admin fee / account holder | $6,115 | $7,972-23.3% | $10,843-43.6% | $5,124+19.3% |