Filed August 29, 2013
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 | $60,592 | $109,359-44.6% | $162,163-62.6% | $72,985-17.0% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 19.20% | 25.46%-6.3pp | 115.59%-96.4pp | 81.00%-61.8pp |
| Employer contribution / active EE | $3,757 | $3,907-3.8% | $5,614-33.1% | $2,440+54.0% |
| Participant deferral / active EE | $9,444 | $5,481+72.3% | $7,298+29.4% | $3,607+161.8% |
| Admin fee / account holder | $208 | $7,972-97.4% | $10,843-98.1% | $5,124-95.9% |