Filed December 17, 2010
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 | $129,666 | $153,772-15.7% | $133,980-3.2% | $273,961-52.7% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.1%-1.4pp | 83.0%+2.7pp |
| Annual return | 7.53% | 36.51%-29.0pp | 29.30%-21.8pp | 41.45%-33.9pp |
| Employer contribution / active EE | $6,210 | $6,029+3.0% | $5,211+19.2% | $4,869+27.5% |
| Participant deferral / active EE | $10,686 | $6,958+53.6% | $6,282+70.1% | $5,287+102.1% |
| Admin fee / account holder | $184 | $11,765-98.4% | $9,324-98.0% | $10,132-98.2% |