Filed April 23, 2018
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 | $35,395 | $144,119-75.4% | $117,854-70.0% | $147,584-76.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 15.39% | 531.15%-515.8pp | 335.08%-319.7pp | 578.55%-563.2pp |
| Employer contribution / active EE | $3,323 | $4,896-32.1% | $3,786-12.2% | $4,876-31.9% |
| Participant deferral / active EE | $5,695 | $5,316+7.1% | $4,482+27.1% | $5,439+4.7% |
| Admin fee / account holder | $298 | $10,886-97.3% | $8,020-96.3% | $10,885-97.3% |