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.
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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,981 | $52,279+64.5% | $89,391-3.8% | $79,858+7.7% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 8.46% | 22.16%-13.7pp | 245.62%-237.2pp | 31.71%-23.3pp |
| Employer contribution / active EE | $5,817 | $1,572+270.1% | $2,586+125.0% | $2,471+135.4% |
| Participant deferral / active EE | $5,546 | $2,740+102.4% | $3,890+42.6% | $3,740+48.3% |
| Admin fee / account holder | $1 | $3,356-100.0% | $4,881-100.0% | $5,306-100.0% |