Filed October 23, 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.
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.)
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 | $68,742 | $54,541+26.0% | $78,778-12.7% | $70,131-2.0% |
| Participation rate | 30.8% | 60.8%-30.0pp | 69.2%-38.4pp | 69.5%-38.8pp |
| Annual return | 13.38% | 21.07%-7.7pp | 35.62%-22.2pp | 73.14%-59.8pp |
| Employer contribution / active EE | $648 | $1,089-40.4% | $1,986-67.4% | $2,342-72.3% |
| Participant deferral / active EE | $1,750 | $2,210-20.8% | $2,958-40.8% | $3,332-47.5% |
| Admin fee / account holder | $590 | $3,709-84.1% | $5,134-88.5% | $4,645-87.3% |