Filed May 30, 2014 (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 7-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 | $20,352 | $115,770-82.4% | $101,248-79.9% | $158,922-87.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 122.01% | 56.14%+65.9pp | 46.47%+75.5pp | 302.83%-180.8pp |
| Employer contribution / active EE | $3,753 | $4,175-10.1% | $3,660+2.6% | $4,761-21.2% |
| Participant deferral / active EE | $7,175 | $4,957+44.7% | $4,370+64.2% | $5,982+19.9% |
| Admin fee / account holder | $201 | $7,245-97.2% | $5,945-96.6% | $11,246-98.2% |