Filed November 4, 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 9-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 | $15,592 | $121,625-87.2% | $104,607-85.1% | $158,922-90.2% |
| Participation rate | 94.4% | 77.5%+16.9pp | 74.1%+20.4pp | 82.0%+12.5pp |
| Annual return | 22.79% | 465.26%-442.5pp | 340.46%-317.7pp | 302.83%-280.0pp |
| Employer contribution / active EE | $1,560 | $3,163-50.7% | $2,681-41.8% | $4,761-67.2% |
| Participant deferral / active EE | $3,238 | $4,177-22.5% | $3,740-13.4% | $5,982-45.9% |
| Admin fee / account holder | $85 | $7,787-98.9% | $6,473-98.7% | $11,246-99.2% |