Filed March 18, 2013
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 6-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,874 | $197,591-94.5% | $177,821-93.9% | $158,922-93.2% |
| Participation rate | 86.7% | 88.5%-1.9pp | 87.7%-1.1pp | 82.0%+4.7pp |
| Annual return | 16.10% | 58.76%-42.7pp | 48.32%-32.2pp | 302.83%-286.7pp |
| Employer contribution / active EE | $1,953 | $6,697-70.8% | $5,918-67.0% | $4,761-59.0% |
| Participant deferral / active EE | $4,182 | $8,405-50.2% | $7,714-45.8% | $5,982-30.1% |
| Admin fee / account holder | $133 | $15,399-99.1% | $12,427-98.9% | $11,246-98.8% |