Filed March 21, 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 | $60,421 | $72,404-16.5% | $110,238-45.2% | $64,186-5.9% |
| Participation rate | 77.3% | 73.3%+3.9pp | 79.8%-2.5pp | 69.6%+7.7pp |
| Annual return | -4.24% | -6.29%+2.1pp | 314.74%-319.0pp | 7.63%-11.9pp |
| Employer contribution / active EE | $672 | $2,282-70.5% | $3,826-82.4% | $2,381-71.8% |
| Participant deferral / active EE | $4,186 | $3,469+20.7% | $4,672-10.4% | $3,470+20.7% |
| Admin fee / account holder | $5,859 | $5,664+3.4% | $8,547-31.4% | $4,888+19.9% |