Filed February 11, 2011 (most recent of 2 filings on file)
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 | $83,595 | $176,056-52.5% | $159,436-47.6% | $167,490-50.1% |
| Participation rate | 84.2% | 84.9%-0.7pp | 82.8%+1.4pp | 82.1%+2.1pp |
| Annual return | 17.32% | 331.75%-314.4pp | 263.57%-246.2pp | 478.56%-461.2pp |
| Employer contribution / active EE | $2,742 | $5,297-48.2% | $4,829-43.2% | $4,837-43.3% |
| Participant deferral / active EE | $5,990 | $7,750-22.7% | $7,352-18.5% | $6,341-5.5% |
| Admin fee / account holder | $174 | $12,554-98.6% | $10,799-98.4% | $12,309-98.6% |