Filed September 11, 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 | $67,864 | $65,409+3.8% | $98,442-31.1% | $85,850-20.9% |
| Participation rate | 84.8% | 65.0%+19.9pp | 73.3%+11.5pp | 69.3%+15.5pp |
| Annual return | 13.34% | 21.76%-8.4pp | 1492.73%-1479.4pp | 318.53%-305.2pp |
| Employer contribution / active EE | $2,301 | $2,168+6.1% | $2,960-22.3% | $2,565-10.3% |
| Participant deferral / active EE | $5,629 | $3,166+77.8% | $4,276+31.6% | $3,952+42.4% |
| Admin fee / account holder | $2,687 | $4,593-41.5% | $5,949-54.8% | $6,260-57.1% |