Filed June 8, 2009
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 | $34,599 | $81,248-57.4% | $155,509-77.8% | $80,856-57.2% |
| Participation rate | 84.9% | 66.2%+18.7pp | 78.2%+6.7pp | 67.6%+17.3pp |
| Annual return | 15.67% | 33.31%-17.6pp | 64.67%-49.0pp | 35.59%-19.9pp |
| Employer contribution / active EE | $1,654 | $3,100-46.7% | $4,672-64.6% | $2,755-40.0% |
| Participant deferral / active EE | $5,050 | $3,452+46.3% | $5,626-10.2% | $4,296+17.6% |
| Admin fee / account holder | $170 | $7,997-97.9% | $15,912-98.9% | $6,918-97.5% |