Filed March 21, 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.
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,747 | $65,322-72.8% | $70,449-74.8% | $73,488-75.9% |
| Participation rate | 95.1% | 77.0%+18.2pp | 75.1%+20.1pp | 70.7%+24.5pp |
| Annual return | 12.44% | 15.71%-3.3pp | 109.03%-96.6pp | 28.51%-16.1pp |
| Employer contribution / active EE | $2,131 | $2,460-13.4% | $2,737-22.1% | $2,270-6.1% |
| Participant deferral / active EE | $0 | $3,375-100.0% | $3,709-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $214-100.0% | $3,845-100.0% | $513-100.0% |