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 | $50,239 | $43,723+14.9% | $121,196-58.5% | $64,186-21.7% |
| Participation rate | 92.7% | 58.3%+34.4pp | 71.7%+21.0pp | 69.6%+23.1pp |
| Annual return | -3.99% | 68.91%-72.9pp | 16.93%-20.9pp | 7.63%-11.6pp |
| Employer contribution / active EE | $1,515 | $1,296+16.9% | $4,022-62.3% | $2,381-36.4% |
| Participant deferral / active EE | $3,682 | $2,280+61.5% | $3,344+10.1% | $3,470+6.1% |
| Admin fee / account holder | $12 | $3,501-99.7% | $5,019-99.8% | $4,888-99.8% |