Filed February 1, 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 | $93,163 | $104,907-11.2% | $84,611+10.1% | $152,861-39.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 17.25% | 373.79%-356.5pp | 258.74%-241.5pp | 345.32%-328.1pp |
| Employer contribution / active EE | $6,903 | $3,302+109.1% | $2,652+160.3% | $4,762+45.0% |
| Participant deferral / active EE | $6,249 | $4,688+33.3% | $3,899+60.3% | $5,850+6.8% |
| Admin fee / account holder | $1 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |