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 | $92,698 | $214,378-56.8% | $200,582-53.8% | $142,382-34.9% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 20.87% | 46.41%-25.5pp | 42.33%-21.5pp | 217.08%-196.2pp |
| Employer contribution / active EE | $8,504 | $6,841+24.3% | $6,419+32.5% | $4,299+97.8% |
| Participant deferral / active EE | $18,910 | $9,865+91.7% | $9,331+102.7% | $6,507+190.6% |
| Admin fee / account holder | $20 | $17,692-99.9% | $16,305-99.9% | $12,624-99.8% |