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.
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 | $24,625 | $54,541-54.9% | $78,778-68.7% | $70,131-64.9% |
| Participation rate | 96.8% | 60.8%+36.0pp | 69.2%+27.6pp | 69.5%+27.2pp |
| Annual return | 18.49% | 21.07%-2.6pp | 35.62%-17.1pp | 73.14%-54.7pp |
| Employer contribution / active EE | $2,165 | $1,089+98.9% | $1,986+9.0% | $2,342-7.6% |
| Participant deferral / active EE | $3,874 | $2,210+75.3% | $2,958+30.9% | $3,332+16.3% |
| Admin fee / account holder | $72 | $3,709-98.1% | $5,134-98.6% | $4,645-98.5% |