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 | $52,184 | $96,635-46.0% | $86,612-39.7% | $139,434-62.6% |
| Participation rate | 91.7% | 74.4%+17.3pp | 71.7%+20.0pp | 80.3%+11.3pp |
| Annual return | 31.79% | 106.41%-74.6pp | 591.07%-559.3pp | 372.94%-341.1pp |
| Employer contribution / active EE | $8,029 | $3,263+146.1% | $3,022+165.6% | $4,751+69.0% |
| Participant deferral / active EE | $11,251 | $4,836+132.7% | $4,438+153.5% | $6,710+67.7% |
| Admin fee / account holder | $879 | $6,408-86.3% | $5,614-84.3% | $11,403-92.3% |