Filed August 18, 2020 (most recent of 3 filings on file)
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 8-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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,751 | $97,757-83.9% | $83,848-81.2% | $135,375-88.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -12.62% | 1287.37%-1300.0pp | 850.88%-863.5pp | 519.73%-532.4pp |
| Employer contribution / active EE | $4,253 | $4,222+0.7% | $3,631+17.1% | $4,779-11.0% |
| Participant deferral / active EE | $5,247 | $4,682+12.1% | $4,082+28.6% | $5,609-6.4% |
| Admin fee / account holder | $269 | $6,674-96.0% | $5,478-95.1% | $10,827-97.5% |