Filed May 29, 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,861 | $48,364-63.1% | $71,796-75.1% | $62,891-71.6% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 10.16% | 13.16%-3.0pp | 78.04%-67.9pp | 20.14%-10.0pp |
| Employer contribution / active EE | $2,233 | $1,042+114.3% | $1,924+16.0% | $2,281-2.1% |
| Participant deferral / active EE | $3,838 | $2,091+83.5% | $2,794+37.3% | $3,203+19.8% |
| Admin fee / account holder | $297 | $3,771-92.1% | $4,815-93.8% | $4,296-93.1% |