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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $61,439 | $58,208+5.6% | $81,812-24.9% | $80,856-24.0% |
| Participation rate | 87.9% | 63.4%+24.5pp | 72.3%+15.5pp | 67.6%+20.2pp |
| Annual return | 10.57% | 41.66%-31.1pp | 773.79%-763.2pp | 35.59%-25.0pp |
| Employer contribution / active EE | $2,392 | $2,340+2.2% | $2,912-17.9% | $2,755-13.2% |
| Participant deferral / active EE | $5,432 | $3,281+65.6% | $4,319+25.8% | $4,296+26.4% |
| Admin fee / account holder | $7,387 | $4,981+48.3% | $7,3860% | $6,918+6.8% |