Filed May 9, 2015
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 | $125,488 | $62,672+100.2% | $185,117-32.2% | $70,131+78.9% |
| Participation rate | 76.7% | 63.8%+12.9pp | 77.3%-0.6pp | 69.5%+7.1pp |
| Annual return | 18.79% | 40.79%-22.0pp | 40.50%-21.7pp | 73.14%-54.3pp |
| Employer contribution / active EE | $745 | $1,753-57.5% | $4,182-82.2% | $2,342-68.2% |
| Participant deferral / active EE | $3,390 | $3,272+3.6% | $5,045-32.8% | $3,332+1.8% |
| Admin fee / account holder | $70 | $3,932-98.2% | $8,159-99.1% | $4,645-98.5% |