Filed October 4, 2013
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $13,183 | $45,073-70.8% | $69,455-81.0% | $72,985-81.9% |
| Participation rate | 76.3% | 68.5%+7.8pp | 74.6%+1.7pp | 69.5%+6.8pp |
| Annual return | 5.41% | 22.65%-17.2pp | 28.97%-23.6pp | 81.00%-75.6pp |
| Employer contribution / active EE | $1,316 | $2,054-35.9% | $2,779-52.7% | $2,440-46.1% |
| Participant deferral / active EE | $0 | $2,602-100.0% | $3,535-100.0% | $3,607-100.0% |
| Admin fee / account holder | $89 | $3,056-97.1% | $3,839-97.7% | $5,124-98.3% |