Filed November 27, 2012
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 | $39,954 | $39,122+2.1% | $57,179-30.1% | $62,891-36.5% |
| Participation rate | 92.6% | 70.5%+22.1pp | 75.3%+17.2pp | 69.3%+23.3pp |
| Annual return | 9.40% | 9.23%+0.2pp | 14.59%-5.2pp | 20.14%-10.7pp |
| Employer contribution / active EE | $7,655 | $1,874+308.4% | $2,682+185.4% | $2,281+235.6% |
| Participant deferral / active EE | $2,466 | $2,374+3.9% | $3,096-20.4% | $3,203-23.0% |
| Admin fee / account holder | $24 | $2,592-99.1% | $3,139-99.2% | $4,296-99.4% |