Filed May 2, 2014
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 | $280,317 | $135,952+106.2% | $123,892+126.3% | $273,961+2.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.79% | 56.63%-45.8pp | 47.52%-36.7pp | 41.45%-30.7pp |
| Employer contribution / active EE | $10,871 | $5,170+110.3% | $4,617+135.5% | $4,869+123.3% |
| Participant deferral / active EE | $7,946 | $6,343+25.3% | $5,984+32.8% | $5,287+50.3% |
| Admin fee / account holder | $246 | $9,817-97.5% | $8,357-97.1% | $10,132-97.6% |