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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,758 | $77,419-26.7% | $69,455-18.3% | $152,861-62.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 5.36% | 39.06%-33.7pp | 28.97%-23.6pp | 345.32%-340.0pp |
| Employer contribution / active EE | $9,213 | $3,315+177.9% | $2,779+231.5% | $4,762+93.5% |
| Participant deferral / active EE | $4,714 | $4,414+6.8% | $3,535+33.3% | $5,850-19.4% |
| Admin fee / account holder | $8 | $6,207-99.9% | $3,839-99.8% | $11,596-99.9% |