Filed August 2, 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,547 | $43,075-75.5% | $74,583-85.9% | $62,891-83.2% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | 5.07% | 17.50%-12.4pp | 20.47%-15.4pp | 20.14%-15.1pp |
| Employer contribution / active EE | $5,579 | $1,498+272.5% | $2,525+120.9% | $2,281+144.6% |
| Participant deferral / active EE | $2,202 | $2,389-7.9% | $3,458-36.3% | $3,203-31.3% |
| Admin fee / account holder | $162 | $2,840-94.3% | $4,138-96.1% | $4,296-96.2% |