Filed June 26, 2018
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 8-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 | $54,013 | $201,272-73.2% | $184,203-70.7% | $145,922-63.0% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 15.22% | 29.00%-13.8pp | 28.81%-13.6pp | 561.29%-546.1pp |
| Employer contribution / active EE | $4,261 | $7,022-39.3% | $6,427-33.7% | $4,660-8.6% |
| Participant deferral / active EE | $10,863 | $9,806+10.8% | $9,131+19.0% | $6,688+62.4% |
| Admin fee / account holder | $19 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |