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 | $81,328 | $62,586+29.9% | $76,768+5.9% | $64,186+26.7% |
| Participation rate | 82.8% | 72.8%+9.9pp | 77.0%+5.8pp | 69.6%+13.2pp |
| Annual return | 2.73% | -1.95%+4.7pp | 2.43%+0.3pp | 7.63%-4.9pp |
| Employer contribution / active EE | $814 | $1,832-55.6% | $2,485-67.3% | $2,381-65.8% |
| Participant deferral / active EE | $3,700 | $3,145+17.7% | $3,852-3.9% | $3,470+6.7% |
| Admin fee / account holder | $17,046 | $4,667+265.3% | $6,675+155.4% | $4,888+248.7% |