Filed August 18, 2020
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 | $39,476 | $202,318-80.5% | $172,739-77.1% | $152,861-74.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.04% | 1029.65%-1008.6pp | 802.84%-781.8pp | 345.32%-324.3pp |
| Employer contribution / active EE | $1,574 | $5,856-73.1% | $5,143-69.4% | $4,762-67.0% |
| Participant deferral / active EE | $6,850 | $5,948+15.2% | $5,198+31.8% | $5,850+17.1% |
| Admin fee / account holder | $42 | $17,109-99.8% | $13,954-99.7% | $11,596-99.6% |