Filed March 18, 2024 (most recent of 2 filings on file)
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 | $69,889 | $70,002-0.2% | $115,037-39.2% | $52,331+33.6% |
| Participation rate | 41.5% | 72.1%-30.6pp | 81.4%-39.8pp | 68.1%-26.6pp |
| Annual return | 2.43% | 4.04%-1.6pp | 26.14%-23.7pp | 4.54%-2.1pp |
| Employer contribution / active EE | $1,282 | $2,715-52.8% | $4,608-72.2% | $1,882-31.8% |
| Participant deferral / active EE | $2,757 | $4,920-44.0% | $6,026-54.3% | $3,022-8.8% |
| Admin fee / account holder | $5,666 | $566+901.0% | $8,175-30.7% | $592+857.7% |