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.
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 | $42,186 | $69,518-39.3% | $59,878-29.5% | $135,375-68.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 9.36% | 7.94%+1.4pp | 3.46%+5.9pp | 519.73%-510.4pp |
| Employer contribution / active EE | $3,394 | $3,235+4.9% | $2,722+24.7% | $4,779-29.0% |
| Participant deferral / active EE | $6,050 | $4,206+43.8% | $3,402+77.8% | $5,609+7.9% |
| Admin fee / account holder | $60 | $5,734-99.0% | $3,590-98.3% | $10,827-99.4% |