Filed January 28, 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.
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 | $62,636 | $81,632-23.3% | $70,449-11.1% | $158,922-60.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 3.50% | 208.40%-204.9pp | 109.03%-105.5pp | 302.83%-299.3pp |
| Employer contribution / active EE | $4,827 | $3,217+50.0% | $2,737+76.4% | $4,761+1.4% |
| Participant deferral / active EE | $5,661 | $4,554+24.3% | $3,709+52.6% | $5,982-5.4% |
| Admin fee / account holder | $25 | $6,193-99.6% | $3,845-99.4% | $11,246-99.8% |