Filed December 30, 2014
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 | $32,347 | $43,327-25.3% | $59,878-46.0% | $64,186-49.6% |
| Participation rate | 96.9% | 69.2%+27.7pp | 74.7%+22.2pp | 69.6%+27.3pp |
| Annual return | 13.11% | -1.55%+14.7pp | 3.46%+9.7pp | 7.63%+5.5pp |
| Employer contribution / active EE | $2,381 | $2,028+17.4% | $2,722-12.5% | $2,3810% |
| Participant deferral / active EE | $4,870 | $2,546+91.3% | $3,402+43.1% | $3,470+40.4% |
| Admin fee / account holder | $199 | $3,005-93.4% | $3,590-94.4% | $4,888-95.9% |