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.
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 | $28,643 | $180,449-84.1% | $154,107-81.4% | $135,375-78.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -12.76% | 888.09%-900.9pp | 735.12%-747.9pp | 519.73%-532.5pp |
| Employer contribution / active EE | $3,483 | $6,035-42.3% | $5,298-34.3% | $4,779-27.1% |
| Participant deferral / active EE | $4,632 | $5,806-20.2% | $5,081-8.8% | $5,609-17.4% |
| Admin fee / account holder | $156 | $16,143-99.0% | $13,411-98.8% | $10,827-98.6% |