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 | $52,305 | $45,035+16.1% | $62,995-17.0% | $70,131-25.4% |
| Participation rate | 92.6% | 69.5%+23.1pp | 74.8%+17.8pp | 69.5%+23.1pp |
| Annual return | 20.82% | 18.76%+2.1pp | 87.57%-66.7pp | 73.14%-52.3pp |
| Employer contribution / active EE | $7,558 | $2,051+268.5% | $2,759+174.0% | $2,342+222.7% |
| Participant deferral / active EE | $3,179 | $2,465+29.0% | $3,329-4.5% | $3,332-4.6% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,600-100.0% | $4,645-100.0% |