Filed September 8, 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 | $19,793 | $55,453-64.3% | $170,442-88.4% | $62,292-68.2% |
| Participation rate | 72.1% | 66.4%+5.7pp | 83.6%-11.5pp | 69.5%+2.6pp |
| Annual return | 25.34% | 21.38%+4.0pp | 205.93%-180.6pp | 28.90%-3.6pp |
| Employer contribution / active EE | $885 | $2,164-59.1% | $5,433-83.7% | $2,042-56.6% |
| Participant deferral / active EE | $1,599 | $2,303-30.6% | $4,939-67.6% | $3,169-49.6% |
| Admin fee / account holder | $40 | $455-91.3% | $13,880-99.7% | $479-91.7% |