Filed June 5, 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,068 | $54,320-55.7% | $67,652-64.4% | $52,331-54.0% |
| Participation rate | 95.2% | 73.6%+21.6pp | 75.7%+19.5pp | 68.1%+27.1pp |
| Annual return | -1.29% | 6.81%-8.1pp | 6625.04%-6626.3pp | 4.54%-5.8pp |
| Employer contribution / active EE | $1,428 | $1,544-7.5% | $2,266-37.0% | $1,882-24.1% |
| Participant deferral / active EE | $2,844 | $2,950-3.6% | $3,560-20.1% | $3,022-5.9% |
| Admin fee / account holder | $8 | $527-98.4% | $4,821-99.8% | $592-98.6% |