Filed September 28, 1
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.)
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,048 | $86,944-56.2% | $107,525-64.6% | $74,304-48.8% |
| Participation rate | 40.0% | 59.6%-19.6pp | 75.1%-35.1pp | 60.3%-20.3pp |
| Annual return | 12.12% | 23.52%-11.4pp | 181.32%-169.2pp | 29.43%-17.3pp |
| Employer contribution / active EE | $131 | $2,757-95.2% | $3,754-96.5% | $2,241-94.1% |
| Participant deferral / active EE | $1,676 | $3,554-52.9% | $5,116-67.2% | $3,767-55.5% |
| Admin fee / account holder | $1,923 | $3,727-48.4% | $8,919-78.4% | $2,969-35.2% |