Filed January 24, 2010
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 | $197,563 | $172,111+14.8% | $150,298+31.4% | $137,256+43.9% |
| Participation rate | 95.0% | 81.7%+13.3pp | 77.8%+17.2pp | 80.0%+15.0pp |
| Annual return | 17.11% | 69.37%-52.3pp | 62.79%-45.7pp | 220.34%-203.2pp |
| Employer contribution / active EE | $8,195 | $4,636+76.8% | $4,154+97.3% | $4,156+97.2% |
| Participant deferral / active EE | $7,474 | $6,166+21.2% | $5,453+37.1% | $6,407+16.7% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |