Filed March 24, 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 6-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 | $33,997 | $92,703-63.3% | $82,719-58.9% | $134,475-74.7% |
| Participation rate | 72.7% | 75.2%-2.5pp | 72.6%+0.2pp | 81.2%-8.5pp |
| Annual return | -9.69% | 944.92%-954.6pp | 701.18%-710.9pp | 417.96%-427.7pp |
| Employer contribution / active EE | $4,957 | $3,274+51.4% | $3,009+64.7% | $4,740+4.6% |
| Participant deferral / active EE | $7,383 | $4,802+53.7% | $4,395+68.0% | $6,400+15.4% |
| Admin fee / account holder | $917 | $5,983-84.7% | $5,329-82.8% | $11,426-92.0% |