Filed May 22, 2019
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,874 | $57,976+29.1% | $62,995+18.9% | $62,292+20.2% |
| Participation rate | 95.7% | 75.9%+19.7pp | 74.8%+20.8pp | 69.5%+26.1pp |
| Annual return | 10.68% | 17.54%-6.9pp | 87.57%-76.9pp | 28.90%-18.2pp |
| Employer contribution / active EE | $2,201 | $2,415-8.8% | $2,759-20.2% | $2,042+7.8% |
| Participant deferral / active EE | $3,283 | $2,956+11.1% | $3,329-1.4% | $3,169+3.6% |
| Admin fee / account holder | $35 | $276-87.4% | $3,600-99.0% | $479-92.8% |