Filed April 19, 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 5-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 | $27,282 | $56,199-51.5% | $67,652-59.7% | $59,632-54.2% |
| Participation rate | 91.5% | 71.5%+20.0pp | 75.7%+15.8pp | 68.7%+22.8pp |
| Annual return | -0.68% | 18505.31%-18506.0pp | 6625.04%-6625.7pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $360 | $1,614-77.7% | $2,266-84.1% | $2,203-83.6% |
| Participant deferral / active EE | $2,619 | $2,844-7.9% | $3,560-26.4% | $3,192-17.9% |
| Admin fee / account holder | $58 | $3,958-98.5% | $4,821-98.8% | $4,297-98.6% |