Filed September 27, 2021
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 | $58,066 | $73,515-21.0% | $62,995-7.8% | $147,584-60.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 11.63% | 175.43%-163.8pp | 87.57%-75.9pp | 578.55%-566.9pp |
| Employer contribution / active EE | $10,300 | $3,320+210.2% | $2,759+273.3% | $4,876+111.2% |
| Participant deferral / active EE | $5,172 | $4,185+23.6% | $3,329+55.3% | $5,439-4.9% |
| Admin fee / account holder | $141 | $5,953-97.6% | $3,600-96.1% | $10,885-98.7% |