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.
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 | $505,582 | $362,131+39.6% | $285,549+77.1% | $357,791+41.3% |
| Participation rate | 100.0% | 89.8%+10.2pp | 83.2%+16.8pp | 85.6%+14.4pp |
| Annual return | 20.87% | 5.08%+15.8pp | 7.15%+13.7pp | 396.79%-375.9pp |
| Employer contribution / active EE | $11,197 | $5,952+88.1% | $5,022+123.0% | $7,508+49.1% |
| Participant deferral / active EE | $4,770 | $5,478-12.9% | $4,549+4.9% | $5,521-13.6% |
| Admin fee / account holder | $30 | $16,774-99.8% | $13,934-99.8% | $28,387-99.9% |