Filed January 9, 2016
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,193 | $54,380+8.8% | $68,509-13.6% | $59,632-0.7% |
| Participation rate | 98.9% | 70.2%+28.7pp | 74.7%+24.2pp | 68.7%+30.3pp |
| Annual return | 152.87% | 2.83%+150.0pp | 8.27%+144.6pp | 2041.28%-1888.4pp |
| Employer contribution / active EE | $13,390 | $1,539+770.3% | $2,278+487.9% | $2,203+507.9% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $3,382-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1 | $3,885-100.0% | $5,275-100.0% | $4,297-100.0% |