Filed December 10, 2018
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $68,707 | $48,364+42.1% | $71,796-4.3% | $62,891+9.2% |
| Participation rate | 82.5% | 60.6%+21.9pp | 69.1%+13.4pp | 69.3%+13.2pp |
| Annual return | 1.28% | 13.16%-11.9pp | 78.04%-76.8pp | 20.14%-18.9pp |
| Employer contribution / active EE | $1,564 | $1,042+50.1% | $1,924-18.7% | $2,281-31.4% |
| Participant deferral / active EE | $3,421 | $2,091+63.6% | $2,794+22.4% | $3,203+6.8% |
| Admin fee / account holder | $0 | $3,771-100.0% | $4,815-100.0% | $4,296-100.0% |