Filed February 17, 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.
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 | $20,880 | $102,966-79.7% | $90,281-76.9% | $152,861-86.3% |
| Participation rate | 81.3% | 75.9%+5.4pp | 73.3%+8.0pp | 82.4%-1.2pp |
| Annual return | 5.53% | 95.16%-89.6pp | 78.10%-72.6pp | 345.32%-339.8pp |
| Employer contribution / active EE | $2,922 | $3,139-6.9% | $2,854+2.4% | $4,762-38.6% |
| Participant deferral / active EE | $1,738 | $4,281-59.4% | $3,885-55.3% | $5,850-70.3% |
| Admin fee / account holder | $54 | $6,171-99.1% | $5,351-99.0% | $11,596-99.5% |