Filed July 24, 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $337,452 | $102,245+230.0% | $89,340+277.7% | $137,256+145.9% |
| Participation rate | 81.8% | 74.9%+6.9pp | 69.6%+12.3pp | 80.0%+1.9pp |
| Annual return | 15.67% | 21.89%-6.2pp | 20.57%-4.9pp | 220.34%-204.7pp |
| Employer contribution / active EE | $9,978 | $2,529+294.5% | $2,231+347.2% | $4,156+140.1% |
| Participant deferral / active EE | $13,015 | $4,436+193.4% | $3,823+240.5% | $6,407+103.1% |
| Admin fee / account holder | $0 | $8,085-100.0% | $6,704-100.0% | $12,270-100.0% |