Filed November 3, 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.
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 | $77,340 | $215,361-64.1% | $171,082-54.8% | $273,961-71.8% |
| Participation rate | 77.8% | 82.0%-4.2pp | 76.7%+1.1pp | 83.0%-5.2pp |
| Annual return | 8.10% | 25.14%-17.0pp | 32.56%-24.5pp | 41.45%-33.4pp |
| Employer contribution / active EE | $1,563 | $4,967-68.5% | $4,002-60.9% | $4,869-67.9% |
| Participant deferral / active EE | $4,538 | $5,543-18.1% | $4,797-5.4% | $5,287-14.2% |
| Admin fee / account holder | $168 | $10,846-98.5% | $8,520-98.0% | $10,132-98.3% |