Filed June 8, 2009
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 | $44,416 | $54,762-18.9% | $90,281-50.8% | $72,985-39.1% |
| Participation rate | 92.6% | 65.1%+27.4pp | 73.3%+19.3pp | 69.5%+23.1pp |
| Annual return | 21.50% | 30.63%-9.1pp | 78.10%-56.6pp | 81.00%-59.5pp |
| Employer contribution / active EE | $2,409 | $2,092+15.1% | $2,854-15.6% | $2,440-1.3% |
| Participant deferral / active EE | $4,898 | $2,887+69.7% | $3,885+26.1% | $3,607+35.8% |
| Admin fee / account holder | $179 | $3,972-95.5% | $5,351-96.7% | $5,124-96.5% |