Filed October 29, 2021
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 9-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 | $23,122 | $105,998-78.2% | $92,233-74.9% | $147,584-84.3% |
| Participation rate | 90.9% | 80.4%+10.5pp | 76.5%+14.4pp | 82.8%+8.1pp |
| Annual return | 49.66% | 50.05%-0.4pp | 176.28%-126.6pp | 578.55%-528.9pp |
| Employer contribution / active EE | $7,681 | $4,333+77.3% | $3,679+108.7% | $4,876+57.5% |
| Participant deferral / active EE | $7,638 | $4,478+70.6% | $3,897+96.0% | $5,439+40.4% |
| Admin fee / account holder | $301 | $6,332-95.2% | $5,194-94.2% | $10,885-97.2% |