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.
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 | $55,394 | $149,679-63.0% | $117,039-52.7% | $147,584-62.5% |
| Participation rate | 86.7% | 83.5%+3.2pp | 77.2%+9.5pp | 82.8%+3.8pp |
| Annual return | 22.67% | 19.31%+3.4pp | 18.95%+3.7pp | 578.55%-555.9pp |
| Employer contribution / active EE | $2,470 | $4,937-50.0% | $3,785-34.7% | $4,876-49.4% |
| Participant deferral / active EE | $4,021 | $4,912-18.1% | $3,929+2.3% | $5,439-26.1% |
| Admin fee / account holder | $39 | $7,856-99.5% | $5,974-99.4% | $10,885-99.6% |