Filed January 26, 2017
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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,075 | $165,335-17.7% | $149,696-9.1% | $158,922-14.4% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 19.37% | 348.15%-328.8pp | 276.60%-257.2pp | 302.83%-283.5pp |
| Employer contribution / active EE | $2,653 | $5,103-48.0% | $4,644-42.9% | $4,761-44.3% |
| Participant deferral / active EE | $4,495 | $7,181-37.4% | $6,842-34.3% | $5,982-24.9% |
| Admin fee / account holder | $24 | $10,807-99.8% | $9,309-99.7% | $11,246-99.8% |