Filed February 21, 2017
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 | $164,609 | $156,846+4.9% | $121,098+35.9% | $139,434+18.1% |
| Participation rate | 70.0% | 76.4%-6.4pp | 69.5%+0.5pp | 80.3%-10.3pp |
| Annual return | 16.31% | 1474.56%-1458.2pp | 985.75%-969.4pp | 372.94%-356.6pp |
| Employer contribution / active EE | $7,349 | $5,536+32.8% | $4,164+76.5% | $4,751+54.7% |
| Participant deferral / active EE | $8,561 | $4,844+76.7% | $4,080+109.8% | $6,710+27.6% |
| Admin fee / account holder | $6 | $6,946-99.9% | $5,644-99.9% | $11,403-99.9% |