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 | $88,280 | $51,620+71.0% | $90,281-2.2% | $65,185+35.4% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 70.2%+29.8pp |
| Annual return | 65.99% | 24.94%+41.1pp | 78.10%-12.1pp | 29.38%+36.6pp |
| Employer contribution / active EE | $4,752 | $2,235+112.7% | $2,854+66.5% | $2,177+118.3% |
| Participant deferral / active EE | $5,098 | $2,871+77.6% | $3,885+31.2% | $3,514+45.1% |
| Admin fee / account holder | $43 | $384-88.9% | $5,351-99.2% | $847-95.0% |