Filed November 16, 2009
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 | $52,279 | $41,854+24.9% | $73,843-29.2% | $52,331-0.1% |
| Participation rate | 99.0% | 66.2%+32.8pp | 73.4%+25.6pp | 68.1%+30.9pp |
| Annual return | 1.76% | 2.11%-0.4pp | 2267.84%-2266.1pp | 4.54%-2.8pp |
| Employer contribution / active EE | $4,176 | $1,920+117.5% | $2,787+49.8% | $1,882+121.9% |
| Participant deferral / active EE | $0 | $2,498-100.0% | $3,583-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $493-100.0% | $4,880-100.0% | $592-100.0% |