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.
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 | $26,658 | $56,897-53.1% | $84,750-68.5% | $62,891-57.6% |
| Participation rate | 67.1% | 68.5%-1.4pp | 76.6%-9.4pp | 69.3%-2.2pp |
| Annual return | 8.55% | 6.30%+2.3pp | 22.78%-14.2pp | 20.14%-11.6pp |
| Employer contribution / active EE | $886 | $2,400-63.1% | $3,574-75.2% | $2,281-61.2% |
| Participant deferral / active EE | $1,995 | $2,709-26.3% | $3,712-46.2% | $3,203-37.7% |
| Admin fee / account holder | $1,578 | $3,581-55.9% | $5,332-70.4% | $4,296-63.3% |