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.
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 | $233,690 | $159,901+46.1% | $146,958+59.0% | $145,922+60.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.77% | 98.13%-90.4pp | 418.34%-410.6pp | 561.29%-553.5pp |
| Employer contribution / active EE | $11,184 | $5,286+111.6% | $4,933+126.7% | $4,660+140.0% |
| Participant deferral / active EE | $11,000 | $8,428+30.5% | $8,070+36.3% | $6,688+64.5% |
| Admin fee / account holder | $28 | $15,044-99.8% | $12,998-99.8% | $13,397-99.8% |