Filed April 18, 2016
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 | $60,174 | $99,341-39.4% | $84,750-29.0% | $273,961-78.0% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 9.56% | 22.93%-13.4pp | 22.78%-13.2pp | 41.45%-31.9pp |
| Employer contribution / active EE | $2,848 | $4,214-32.4% | $3,574-20.3% | $4,869-41.5% |
| Participant deferral / active EE | $6,057 | $4,269+41.9% | $3,712+63.2% | $5,287+14.6% |
| Admin fee / account holder | $3 | $6,644-99.9% | $5,332-99.9% | $10,132-100.0% |