Filed May 20, 2008
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $213,775 | $167,484+27.6% | $151,611+41.0% | $134,475+59.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -25.75% | 7.80%-33.5pp | 3.33%-29.1pp | 417.96%-443.7pp |
| Employer contribution / active EE | $8,426 | $6,829+23.4% | $6,166+36.7% | $4,740+77.8% |
| Participant deferral / active EE | $6,297 | $8,986-29.9% | $8,363-24.7% | $6,400-1.6% |
| Admin fee / account holder | $162 | $13,783-98.8% | $11,616-98.6% | $11,426-98.6% |