Filed October 17, 2024
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.)
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 | $165,839 | $179,726-7.7% | $156,263+6.1% | $142,382+16.5% |
| Participation rate | 88.2% | 82.1%+6.2pp | 78.9%+9.3pp | 80.1%+8.1pp |
| Annual return | 9.01% | 77.86%-68.8pp | 59.47%-50.5pp | 217.08%-208.1pp |
| Employer contribution / active EE | $2,746 | $5,069-45.8% | $4,333-36.6% | $4,299-36.1% |
| Participant deferral / active EE | $6,318 | $6,956-9.2% | $6,158+2.6% | $6,507-2.9% |
| Admin fee / account holder | $2,251 | $17,272-87.0% | $14,255-84.2% | $12,624-82.2% |