Filed May 29, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $56,778 | $77,634-26.9% | $156,549-63.7% | $62,891-9.7% |
| Participation rate | 44.6% | 71.2%-26.6pp | 84.0%-39.4pp | 69.3%-24.7pp |
| Annual return | -0.75% | 50.32%-51.1pp | 32.23%-33.0pp | 20.14%-20.9pp |
| Employer contribution / active EE | $376 | $3,444-89.1% | $5,501-93.2% | $2,281-83.5% |
| Participant deferral / active EE | $1,552 | $3,045-49.0% | $4,871-68.1% | $3,203-51.5% |
| Admin fee / account holder | $5,661 | $5,561+1.8% | $13,027-56.5% | $4,296+31.8% |