Filed March 15, 2012
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 | $52,527 | $176,377-70.2% | $134,143-60.8% | $158,922-66.9% |
| Participation rate | 88.9% | 78.7%+10.2pp | 72.2%+16.7pp | 82.0%+6.9pp |
| Annual return | 23.12% | 63.63%-40.5pp | 36.33%-13.2pp | 302.83%-279.7pp |
| Employer contribution / active EE | $3,535 | $5,040-29.9% | $3,704-4.6% | $4,761-25.8% |
| Participant deferral / active EE | $2,004 | $4,091-51.0% | $3,499-42.7% | $5,982-66.5% |
| Admin fee / account holder | $280 | $8,718-96.8% | $6,684-95.8% | $11,246-97.5% |