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 | $48,795-4.6% | $65,493-28.9% | $84,808-45.1% |
| Participation rate | 85.7% | 67.0%+18.7pp | 73.1%+12.6pp | 68.3%+17.4pp |
| Annual return | 11.00% | 20.20%-9.2pp | 982.45%-971.5pp | 40.90%-29.9pp |
| Employer contribution / active EE | $809 | $1,930-58.1% | $2,574-68.6% | $2,631-69.3% |
| Participant deferral / active EE | $1,518 | $2,928-48.2% | $3,961-61.7% | $4,212-64.0% |
| Admin fee / account holder | $272 | $3,877-93.0% | $5,028-94.6% | $7,344-96.3% |