Filed March 25, 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.
Participant contribution per participant 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 | $21,599 | $102,966-79.0% | $90,281-76.1% | $152,861-85.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 22.06% | 95.16%-73.1pp | 78.10%-56.0pp | 345.32%-323.3pp |
| Employer contribution / active EE | $840 | $3,139-73.2% | $2,854-70.6% | $4,762-82.4% |
| Participant deferral / active EE | $358 | $4,281-91.6% | $3,885-90.8% | $5,850-93.9% |
| Admin fee / account holder | $51 | $6,171-99.2% | $5,351-99.0% | $11,596-99.6% |