Filed June 3, 2014
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 | $39,221 | $63,346-38.1% | $92,233-57.5% | $70,131-44.1% |
| Participation rate | 72.1% | 68.7%+3.4pp | 76.5%-4.4pp | 69.5%+2.5pp |
| Annual return | 15.50% | 530.12%-514.6pp | 176.28%-160.8pp | 73.14%-57.6pp |
| Employer contribution / active EE | $2,144 | $2,471-13.2% | $3,679-41.7% | $2,342-8.5% |
| Participant deferral / active EE | $4,113 | $2,854+44.1% | $3,897+5.5% | $3,332+23.4% |
| Admin fee / account holder | $210 | $3,840-94.5% | $5,194-96.0% | $4,645-95.5% |