Filed July 13, 1
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 | $85,619 | $67,606+26.6% | $82,313+4.0% | $70,131+22.1% |
| Participation rate | 92.3% | 72.8%+19.5pp | 76.9%+15.4pp | 69.5%+22.8pp |
| Annual return | 19.34% | 21.57%-2.2pp | 25.88%-6.5pp | 73.14%-53.8pp |
| Employer contribution / active EE | $1,024 | $1,755-41.7% | $2,428-57.8% | $2,342-56.3% |
| Participant deferral / active EE | $4,260 | $2,987+42.6% | $3,706+15.0% | $3,332+27.9% |
| Admin fee / account holder | $1,778 | $4,512-60.6% | $5,608-68.3% | $4,645-61.7% |