Filed April 12, 2017
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 | $116,708 | $104,251+11.9% | $91,001+28.2% | $147,584-20.9% |
| Participation rate | 84.6% | 78.2%+6.4pp | 75.6%+9.0pp | 82.8%+1.8pp |
| Annual return | 18.85% | 27.06%-8.2pp | 4.60%+14.3pp | 578.55%-559.7pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,902 | $4,195-7.0% | $3,547+10.0% | $5,439-28.3% |
| Admin fee / account holder | $46 | $8,948-99.5% | $5,417-99.1% | $10,885-99.6% |