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.)
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 | $39,351 | $53,516-26.5% | $126,539-68.9% | $84,808-53.6% |
| Participation rate | 71.4% | 58.2%+13.2pp | 69.8%+1.6pp | 68.3%+3.1pp |
| Annual return | 12.51% | 58.34%-45.8pp | 425.95%-413.4pp | 40.90%-28.4pp |
| Employer contribution / active EE | $1,533 | $1,535-0.1% | $3,674-58.3% | $2,631-41.7% |
| Participant deferral / active EE | $2,152 | $2,671-19.4% | $4,083-47.3% | $4,212-48.9% |
| Admin fee / account holder | $5,877 | $4,497+30.7% | $6,065-3.1% | $7,344-20.0% |