Filed September 27, 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 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 | $128,045 | $156,846-18.4% | $121,098+5.7% | $139,434-8.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | -3.13% | 1474.56%-1477.7pp | 985.75%-988.9pp | 372.94%-376.1pp |
| Employer contribution / active EE | $4,641 | $5,536-16.2% | $4,164+11.5% | $4,751-2.3% |
| Participant deferral / active EE | $4,718 | $4,844-2.6% | $4,080+15.6% | $6,710-29.7% |
| Admin fee / account holder | $93 | $6,946-98.7% | $5,644-98.4% | $11,403-99.2% |