Filed June 29, 2010
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 | $204,095 | $100,901+102.3% | $75,670+169.7% | $147,584+38.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 19.00% | 35.78%-16.8pp | 27.34%-8.3pp | 578.55%-559.5pp |
| Employer contribution / active EE | $2,831 | $3,253-13.0% | $2,352+20.4% | $4,876-42.0% |
| Participant deferral / active EE | $7,395 | $4,027+83.6% | $3,142+135.3% | $5,439+36.0% |
| Admin fee / account holder | $268 | $11,285-97.6% | $5,800-95.4% | $10,885-97.5% |