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.
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 | $166,064 | $111,754+48.6% | $103,333+60.7% | $145,922+13.8% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.5%+17.8pp | 80.3%+12.0pp |
| Annual return | 15.72% | 24.77%-9.0pp | 24.88%-9.2pp | 561.29%-545.6pp |
| Employer contribution / active EE | $6,012 | $4,212+42.7% | $3,868+55.4% | $4,660+29.0% |
| Participant deferral / active EE | $8,420 | $5,619+49.9% | $5,057+66.5% | $6,688+25.9% |
| Admin fee / account holder | $1,254 | $9,750-87.1% | $8,355-85.0% | $13,397-90.6% |