Filed January 14, 2013
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.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $453,019 | $163,101+177.8% | $136,749+231.3% | $142,382+218.2% |
| Participation rate | 88.9% | 78.2%+10.7pp | 72.1%+16.7pp | 80.1%+8.8pp |
| Annual return | 7.31% | 27.54%-20.2pp | 24.33%-17.0pp | 217.08%-209.8pp |
| Employer contribution / active EE | $10,154 | $4,117+146.7% | $3,400+198.7% | $4,299+136.2% |
| Participant deferral / active EE | $4,166 | $5,585-25.4% | $4,692-11.2% | $6,507-36.0% |
| Admin fee / account holder | $17 | $14,318-99.9% | $11,386-99.9% | $12,624-99.9% |