Filed October 19, 2011 (most recent of 3 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 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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,902 | $46,869+19.3% | $122,332-54.3% | $70,131-20.3% |
| Participation rate | 94.5% | 58.2%+36.3pp | 71.6%+22.9pp | 69.5%+25.0pp |
| Annual return | 15.60% | 24.22%-8.6pp | 30.27%-14.7pp | 73.14%-57.5pp |
| Employer contribution / active EE | $1,527 | $1,288+18.6% | $4,050-62.3% | $2,342-34.8% |
| Participant deferral / active EE | $3,810 | $2,166+75.8% | $3,287+15.9% | $3,332+14.3% |
| Admin fee / account holder | $11 | $3,322-99.7% | $5,478-99.8% | $4,645-99.8% |