Filed March 12, 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.
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 | $46,270 | $58,694-21.2% | $142,863-67.6% | $85,850-46.1% |
| Participation rate | 71.4% | 58.5%+12.9pp | 71.9%-0.5pp | 69.3%+2.1pp |
| Annual return | 20.68% | 27.72%-7.0pp | 5637.54%-5616.9pp | 318.53%-297.8pp |
| Employer contribution / active EE | $1,392 | $1,423-2.2% | $4,144-66.4% | $2,565-45.7% |
| Participant deferral / active EE | $2,392 | $2,607-8.2% | $3,837-37.7% | $3,952-39.5% |
| Admin fee / account holder | $5,970 | $4,239+40.8% | $6,560-9.0% | $6,260-4.6% |