Filed May 27, 2012
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 | $75,639 | $88,707-14.7% | $74,183+2.0% | $273,961-72.4% |
| Participation rate | 95.5% | 79.4%+16.0pp | 76.6%+18.8pp | 83.0%+12.4pp |
| Annual return | 5.62% | 11.94%-6.3pp | 17.74%-12.1pp | 41.45%-35.8pp |
| Employer contribution / active EE | $6,425 | $3,159+103.4% | $2,370+171.1% | $4,869+32.0% |
| Participant deferral / active EE | $3,913 | $4,212-7.1% | $3,550+10.2% | $5,287-26.0% |
| Admin fee / account holder | $170 | $8,717-98.0% | $5,586-96.9% | $10,132-98.3% |