Filed May 6, 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).
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 | $50,716 | $35,183+44.1% | $73,545-31.0% | $70,131-27.7% |
| Participation rate | 100.0% | 42.9%+57.1pp | 54.9%+45.1pp | 69.5%+30.5pp |
| Annual return | 16.94% | 26.90%-10.0pp | -15.16%+32.1pp | 73.14%-56.2pp |
| Employer contribution / active EE | $1,840 | $709+159.7% | $1,219+51.0% | $2,342-21.4% |
| Participant deferral / active EE | $3,096 | $1,220+153.8% | $1,806+71.4% | $3,332-7.1% |
| Admin fee / account holder | $45 | $2,302-98.1% | $2,320-98.1% | $4,645-99.0% |