Filed May 3, 2024
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 | $216,044 | $138,044+56.5% | $125,339+72.4% | $134,475+60.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -4.14% | 750.33%-754.5pp | 572.05%-576.2pp | 417.96%-422.1pp |
| Employer contribution / active EE | $10,828 | $5,243+106.5% | $4,814+124.9% | $4,740+128.4% |
| Participant deferral / active EE | $7,308 | $7,799-6.3% | $7,446-1.9% | $6,400+14.2% |
| Admin fee / account holder | $1,256 | $11,571-89.1% | $10,010-87.5% | $11,426-89.0% |