Filed March 10, 2015
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $346,037 | $73,515+370.7% | $62,995+449.3% | $147,584+134.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 17.13% | 175.43%-158.3pp | 87.57%-70.4pp | 578.55%-561.4pp |
| Employer contribution / active EE | $11,380 | $3,320+242.7% | $2,759+312.5% | $4,876+133.4% |
| Participant deferral / active EE | $12,580 | $4,185+200.6% | $3,329+277.8% | $5,439+131.3% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |