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 | $171,195 | $72,012+137.7% | $185,823-7.9% | $79,858+114.4% |
| Participation rate | 70.4% | 65.8%+4.6pp | 78.0%-7.7pp | 69.6%+0.7pp |
| Annual return | 16.08% | 23.12%-7.0pp | 35.95%-19.9pp | 31.71%-15.6pp |
| Employer contribution / active EE | $973 | $1,965-50.5% | $4,087-76.2% | $2,471-60.6% |
| Participant deferral / active EE | $4,605 | $3,779+21.9% | $5,632-18.2% | $3,740+23.1% |
| Admin fee / account holder | $4 | $4,513-99.9% | $9,500-100.0% | $5,306-99.9% |