Filed October 30, 2013
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $752,549 | $96,635+678.8% | $86,612+768.9% | $139,434+439.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.40% | 106.41%-91.0pp | 591.07%-575.7pp | 372.94%-357.5pp |
| Employer contribution / active EE | $29,217 | $3,263+795.4% | $3,022+866.7% | $4,751+515.0% |
| Participant deferral / active EE | $22,125 | $4,836+357.5% | $4,438+398.6% | $6,710+229.7% |
| Admin fee / account holder | $132 | $6,408-97.9% | $5,614-97.7% | $11,403-98.8% |