Filed October 14, 2022
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 | $52,823 | $99,341-46.8% | $84,750-37.7% | $273,961-80.7% |
| Participation rate | 85.0% | 80.7%+4.3pp | 76.6%+8.4pp | 83.0%+2.0pp |
| Annual return | 6.99% | 22.93%-15.9pp | 22.78%-15.8pp | 41.45%-34.5pp |
| Employer contribution / active EE | $2,164 | $4,214-48.7% | $3,574-39.5% | $4,869-55.6% |
| Participant deferral / active EE | $6,122 | $4,269+43.4% | $3,712+64.9% | $5,287+15.8% |
| Admin fee / account holder | $412 | $6,644-93.8% | $5,332-92.3% | $10,132-95.9% |