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 | $29,152 | $109,817-73.5% | $98,442-70.4% | $167,490-82.6% |
| Participation rate | 73.9% | 75.8%-1.9pp | 73.3%+0.6pp | 82.1%-8.2pp |
| Annual return | 4.02% | 1956.69%-1952.7pp | 1492.73%-1488.7pp | 478.56%-474.5pp |
| Employer contribution / active EE | $3,718 | $3,224+15.3% | $2,960+25.6% | $4,837-23.1% |
| Participant deferral / active EE | $1,546 | $4,673-66.9% | $4,276-63.8% | $6,341-75.6% |
| Admin fee / account holder | $51 | $6,753-99.3% | $5,949-99.1% | $12,309-99.6% |