Filed October 15, 2015
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 | $89,714 | $198,466-54.8% | $170,442-47.4% | $147,584-39.2% |
| Participation rate | 95.7% | 88.0%+7.7pp | 83.6%+12.1pp | 82.8%+12.8pp |
| Annual return | 14.39% | 257.29%-242.9pp | 205.93%-191.5pp | 578.55%-564.2pp |
| Employer contribution / active EE | $1,766 | $6,184-71.4% | $5,433-67.5% | $4,876-63.8% |
| Participant deferral / active EE | $5,721 | $5,629+1.6% | $4,939+15.8% | $5,439+5.2% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |