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 | $36,039 | $115,770-68.9% | $101,248-64.4% | $158,922-77.3% |
| Participation rate | 91.7% | 79.4%+12.3pp | 75.8%+15.9pp | 82.0%+9.7pp |
| Annual return | 24.69% | 56.14%-31.4pp | 46.47%-21.8pp | 302.83%-278.1pp |
| Employer contribution / active EE | $7,772 | $4,175+86.2% | $3,660+112.4% | $4,761+63.2% |
| Participant deferral / active EE | $5,249 | $4,957+5.9% | $4,370+20.1% | $5,982-12.3% |
| Admin fee / account holder | $820 | $7,245-88.7% | $5,945-86.2% | $11,246-92.7% |