Filed October 3, 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,239 | $73,515-50.7% | $62,995-42.5% | $147,584-75.4% |
| Participation rate | 92.9% | 77.9%+15.0pp | 74.8%+18.0pp | 82.8%+10.0pp |
| Annual return | 35.24% | 175.43%-140.2pp | 87.57%-52.3pp | 578.55%-543.3pp |
| Employer contribution / active EE | $3,781 | $3,320+13.9% | $2,759+37.1% | $4,876-22.5% |
| Participant deferral / active EE | $7,377 | $4,185+76.3% | $3,329+121.6% | $5,439+35.6% |
| Admin fee / account holder | $199 | $5,953-96.7% | $3,600-94.5% | $10,885-98.2% |