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 | $60,037 | $44,873+33.8% | $79,464-24.4% | $56,287+6.7% |
| Participation rate | 99.1% | 68.7%+30.4pp | 73.3%+25.8pp | 69.9%+29.3pp |
| Annual return | -0.54% | 0.81%-1.4pp | 718.14%-718.7pp | -9.96%+9.4pp |
| Employer contribution / active EE | $4,478 | $2,140+109.3% | $2,800+59.9% | $2,111+112.1% |
| Participant deferral / active EE | $2,930 | $2,746+6.7% | $3,704-20.9% | $3,350-12.5% |
| Admin fee / account holder | $16 | $418-96.3% | $5,113-99.7% | $521-97.0% |