Filed June 11, 2019
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 | $21,164 | $65,685-67.8% | $57,179-63.0% | $273,961-92.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 8.44% | 21.99%-13.6pp | 14.59%-6.1pp | 41.45%-33.0pp |
| Employer contribution / active EE | $978 | $3,279-70.2% | $2,682-63.5% | $4,869-79.9% |
| Participant deferral / active EE | $3,065 | $3,782-19.0% | $3,096-1.0% | $5,287-42.0% |
| Admin fee / account holder | $91 | $4,835-98.1% | $3,139-97.1% | $10,132-99.1% |