Filed November 3, 2013
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $31,583 | $198,466-84.1% | $170,442-81.5% | $147,584-78.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 201.02% | 257.29%-56.3pp | 205.93%-4.9pp | 578.55%-377.5pp |
| Employer contribution / active EE | $4,309 | $6,184-30.3% | $5,433-20.7% | $4,876-11.6% |
| Participant deferral / active EE | $6,709 | $5,629+19.2% | $4,939+35.8% | $5,439+23.4% |
| Admin fee / account holder | $171 | $16,852-99.0% | $13,880-98.8% | $10,885-98.4% |