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 | $145,598 | $118,680+22.7% | $98,907+47.2% | $158,922-8.4% |
| Participation rate | 76.9% | 77.8%-0.9pp | 76.0%+0.9pp | 82.0%-5.0pp |
| Annual return | 23.48% | 372.35%-348.9pp | 196.43%-172.9pp | 302.83%-279.3pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,398 | $5,088-52.9% | $4,244-43.5% | $5,982-59.9% |
| Admin fee / account holder | $29 | $10,131-99.7% | $6,642-99.6% | $11,246-99.7% |