Filed January 1, 2017 (most recent of 2 filings on file)
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 | $88,124 | $60,349+46.0% | $74,183+18.8% | $62,891+40.1% |
| Participation rate | 89.7% | 72.7%+16.9pp | 76.6%+13.0pp | 69.3%+20.3pp |
| Annual return | 8.06% | 21.37%-13.3pp | 17.74%-9.7pp | 20.14%-12.1pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,057 | $2,856+112.1% | $3,550+70.6% | $3,203+89.1% |
| Admin fee / account holder | $45 | $4,261-98.9% | $5,586-99.2% | $4,296-99.0% |