Filed May 22, 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 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 | $57,825 | $181,894-68.2% | $156,549-63.1% | $273,961-78.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 19.59% | 30.74%-11.1pp | 32.23%-12.6pp | 41.45%-21.9pp |
| Employer contribution / active EE | $2,174 | $6,248-65.2% | $5,501-60.5% | $4,869-55.4% |
| Participant deferral / active EE | $3,020 | $5,550-45.6% | $4,871-38.0% | $5,287-42.9% |
| Admin fee / account holder | $235 | $15,559-98.5% | $13,027-98.2% | $10,132-97.7% |