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 | $29,379 | $57,281-48.7% | $86,612-66.1% | $75,163-60.9% |
| Participation rate | 92.0% | 63.2%+28.8pp | 71.7%+20.3pp | 67.2%+24.8pp |
| Annual return | 12.42% | 2670.75%-2658.3pp | 591.07%-578.6pp | 160.62%-148.2pp |
| Employer contribution / active EE | $3,395 | $2,314+46.7% | $3,022+12.3% | $2,670+27.2% |
| Participant deferral / active EE | $4,533 | $3,318+36.6% | $4,438+2.2% | $4,125+9.9% |
| Admin fee / account holder | $61 | $4,112-98.5% | $5,614-98.9% | $5,651-98.9% |