Filed August 9, 2013 (most recent of 2 filings on file)
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 4-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.
See 1 actuary disclosure. $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.
Employer contribution per participant 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 | $0 | $52,198-100.0% | $417,381-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 28.2%-28.2pp | 11.0%-11.0pp |
| Annual return | 9.41% | 11.15%-1.7pp | 5.83%+3.6pp | 8.23%+1.2pp |
| Employer contribution / active EE | $704 | $9,842-92.9% | $38,352-98.2% | $13,859-94.9% |
| Participant deferral / active EE | $0 | $554-100.0% | $165-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $6,587-100.0% | $1,652-100.0% |