Filed June 1, 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 | $46,534 | $47,479-2.0% | $62,929-26.1% | $82,448-43.6% |
| Participation rate | 85.7% | 66.9%+18.8pp | 73.1%+12.6pp | 68.1%+17.6pp |
| Annual return | 11.00% | 20.34%-9.3pp | 1063.93%-1052.9pp | 41.64%-30.6pp |
| Employer contribution / active EE | $809 | $1,885-57.1% | $2,505-67.7% | $2,551-68.3% |
| Participant deferral / active EE | $1,518 | $2,870-47.1% | $3,888-61.0% | $4,139-63.3% |
| Admin fee / account holder | $272 | $3,804-92.8% | $5,065-94.6% | $7,234-96.2% |