Filed January 27, 2015 (most recent of 2 filings on file)
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 3-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 | $29,242 | $56,357-48.1% | $104,294-72.0% | $68,494-57.3% |
| Participation rate | 96.7% | 63.3%+33.4pp | 73.3%+23.4pp | 67.9%+28.8pp |
| Annual return | 0.00% | -9.19%+9.2pp | 24.61%-24.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $3,222 | $1,960+64.4% | $3,372-4.4% | $2,596+24.1% |
| Participant deferral / active EE | $4,453 | $3,077+44.7% | $4,625-3.7% | $4,027+10.6% |
| Admin fee / account holder | $269 | $4,903-94.5% | $7,339-96.3% | $5,403-95.0% |