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 | $32,671 | $175,202-81.4% | $149,673-78.2% | $139,434-76.6% |
| Participation rate | 77.3% | 83.4%-6.1pp | 78.8%-1.5pp | 80.3%-3.0pp |
| Annual return | 53.49% | 166.71%-113.2pp | 134.42%-80.9pp | 372.94%-319.5pp |
| Employer contribution / active EE | $2,415 | $5,474-55.9% | $4,818-49.9% | $4,751-49.2% |
| Participant deferral / active EE | $5,079 | $6,519-22.1% | $5,680-10.6% | $6,710-24.3% |
| Admin fee / account holder | $177 | $16,150-98.9% | $13,210-98.7% | $11,403-98.4% |