Filed February 26, 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.
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 | $54,213 | $51,638+5.0% | $68,368-20.7% | $82,448-34.2% |
| Participation rate | 89.2% | 63.6%+25.6pp | 73.8%+15.4pp | 68.1%+21.1pp |
| Annual return | 19.61% | 37.53%-17.9pp | 292.57%-273.0pp | 41.64%-22.0pp |
| Employer contribution / active EE | $1,917 | $2,047-6.3% | $2,649-27.6% | $2,551-24.8% |
| Participant deferral / active EE | $4,178 | $2,914+43.4% | $4,123+1.3% | $4,139+0.9% |
| Admin fee / account holder | $3,091 | $4,643-33.4% | $5,150-40.0% | $7,234-57.3% |