Filed August 8, 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 | $115,081 | $102,966+11.8% | $90,281+27.5% | $152,861-24.7% |
| Participation rate | 87.0% | 75.9%+11.1pp | 73.3%+13.7pp | 82.4%+4.5pp |
| Annual return | 26.76% | 95.16%-68.4pp | 78.10%-51.3pp | 345.32%-318.6pp |
| Employer contribution / active EE | $1,053 | $3,139-66.5% | $2,854-63.1% | $4,762-77.9% |
| Participant deferral / active EE | $6,633 | $4,281+54.9% | $3,885+70.7% | $5,850+13.4% |
| Admin fee / account holder | $29 | $6,171-99.5% | $5,351-99.5% | $11,596-99.8% |