Filed May 28, 2013
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 4-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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,063 | $49,915-65.8% | $154,803-89.0% | $74,304-77.0% |
| Participation rate | 100.0% | 54.0%+46.0pp | 78.1%+21.9pp | 60.3%+39.7pp |
| Annual return | 16.98% | 34.06%-17.1pp | 58.88%-41.9pp | 29.43%-12.4pp |
| Employer contribution / active EE | $1,584 | $1,611-1.7% | $4,305-63.2% | $2,241-29.3% |
| Participant deferral / active EE | $1,341 | $2,255-40.5% | $5,540-75.8% | $3,767-64.4% |
| Admin fee / account holder | $246 | $2,189-88.8% | $14,329-98.3% | $2,969-91.7% |