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 | $32,907 | $63,346-48.1% | $92,233-64.3% | $70,131-53.1% |
| Participation rate | 69.7% | 68.7%+1.0pp | 76.5%-6.8pp | 69.5%+0.2pp |
| Annual return | 18.06% | 530.12%-512.1pp | 176.28%-158.2pp | 73.14%-55.1pp |
| Employer contribution / active EE | $754 | $2,471-69.5% | $3,679-79.5% | $2,342-67.8% |
| Participant deferral / active EE | $2,640 | $2,854-7.5% | $3,897-32.2% | $3,332-20.8% |
| Admin fee / account holder | $1,131 | $3,840-70.6% | $5,194-78.2% | $4,645-75.7% |