Filed March 17, 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 | $59,995 | $73,515-18.4% | $62,995-4.8% | $147,584-59.3% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.8%+5.2pp | 82.8%-2.8pp |
| Annual return | 18.56% | 175.43%-156.9pp | 87.57%-69.0pp | 578.55%-560.0pp |
| Employer contribution / active EE | $10,691 | $3,320+222.0% | $2,759+287.5% | $4,876+119.3% |
| Participant deferral / active EE | $1,212 | $4,185-71.0% | $3,329-63.6% | $5,439-77.7% |
| Admin fee / account holder | $147 | $5,953-97.5% | $3,600-95.9% | $10,885-98.7% |