Filed July 22, 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 | $34,258 | $73,515-53.4% | $62,995-45.6% | $147,584-76.8% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.8%+8.5pp | 82.8%+0.5pp |
| Annual return | 34.90% | 175.43%-140.5pp | 87.57%-52.7pp | 578.55%-543.7pp |
| Employer contribution / active EE | $2,177 | $3,320-34.4% | $2,759-21.1% | $4,876-55.4% |
| Participant deferral / active EE | $4,968 | $4,185+18.7% | $3,329+49.2% | $5,439-8.7% |
| Admin fee / account holder | $2,017 | $5,953-66.1% | $3,600-44.0% | $10,885-81.5% |