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 | $96,976 | $69,207+40.1% | $64,056+51.4% | $139,434-30.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 6.57% | 45.88%-39.3pp | 33.69%-27.1pp | 372.94%-366.4pp |
| Employer contribution / active EE | $5,988 | $3,182+88.2% | $2,747+118.0% | $4,751+26.0% |
| Participant deferral / active EE | $9,765 | $4,682+108.6% | $3,880+151.7% | $6,710+45.5% |
| Admin fee / account holder | $41 | $4,244-99.0% | $3,068-98.6% | $11,403-99.6% |