Filed May 14, 2014
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.
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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,725 | $84,233-93.2% | $170,442-96.6% | $70,131-91.8% |
| Participation rate | 94.2% | 70.8%+23.4pp | 83.6%+10.6pp | 69.5%+24.7pp |
| Annual return | 111.01% | 23.06%+87.9pp | 205.93%-94.9pp | 73.14%+37.9pp |
| Employer contribution / active EE | $1,707 | $3,387-49.6% | $5,433-68.6% | $2,342-27.1% |
| Participant deferral / active EE | $2,741 | $3,086-11.2% | $4,939-44.5% | $3,332-17.7% |
| Admin fee / account holder | $15 | $5,698-99.7% | $13,880-99.9% | $4,645-99.7% |