Filed December 16, 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 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 | $75,751 | $72,177+5.0% | $115,037-34.2% | $59,632+27.0% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -0.37% | 12.02%-12.4pp | 26.14%-26.5pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $3,084 | $2,841+8.6% | $4,608-33.1% | $2,203+40.0% |
| Participant deferral / active EE | $8,242 | $4,783+72.3% | $6,026+36.8% | $3,192+158.2% |
| Admin fee / account holder | $808 | $4,927-83.6% | $8,175-90.1% | $4,297-81.2% |