Filed January 2, 2024 (most recent of 3 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.
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 | $119,203 | $107,334+11.1% | $92,893+28.3% | $152,861-22.0% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.4%+0.9pp |
| Annual return | 36.55% | 145.58%-109.0pp | 109.41%-72.9pp | 345.32%-308.8pp |
| Employer contribution / active EE | $3,176 | $4,221-24.8% | $3,653-13.1% | $4,762-33.3% |
| Participant deferral / active EE | $7,414 | $4,845+53.0% | $4,236+75.0% | $5,850+26.7% |
| Admin fee / account holder | $29 | $7,079-99.6% | $5,794-99.5% | $11,596-99.8% |