Filed March 23, 2017
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 8-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 | $119,959 | $183,519-34.6% | $155,509-22.9% | $145,922-17.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.23% | 61.17%-43.9pp | 64.67%-47.4pp | 561.29%-544.1pp |
| Employer contribution / active EE | $13,069 | $5,313+146.0% | $4,672+179.7% | $4,660+180.5% |
| Participant deferral / active EE | $18,278 | $6,462+182.8% | $5,626+224.9% | $6,688+173.3% |
| Admin fee / account holder | $80 | $19,313-99.6% | $15,912-99.5% | $13,397-99.4% |