Filed December 18, 2023 (most recent of 11 filings on file)
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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $69,344 | $146,267-52.6% | $197,124-64.8% | $82,448-15.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 14.68% | 29.61%-14.9pp | 44.34%-29.7pp | 41.64%-27.0pp |
| Employer contribution / active EE | $4,274 | $4,723-9.5% | $6,227-31.4% | $2,551+67.6% |
| Participant deferral / active EE | $3,156 | $7,035-55.1% | $9,135-65.4% | $4,139-23.7% |
| Admin fee / account holder | $2,061 | $14,422-85.7% | $16,298-87.4% | $7,234-71.5% |