Filed January 13, 2016
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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,619 | $46,869-19.7% | $122,332-69.2% | $70,131-46.4% |
| Participation rate | 78.2% | 58.2%+20.0pp | 71.6%+6.6pp | 69.5%+8.7pp |
| Annual return | 13.12% | 24.22%-11.1pp | 30.27%-17.2pp | 73.14%-60.0pp |
| Employer contribution / active EE | $763 | $1,288-40.8% | $4,050-81.2% | $2,342-67.4% |
| Participant deferral / active EE | $2,427 | $2,166+12.0% | $3,287-26.1% | $3,332-27.1% |
| Admin fee / account holder | $251 | $3,322-92.4% | $5,478-95.4% | $4,645-94.6% |