Filed May 16, 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 | $81,033 | $107,334-24.5% | $92,893-12.8% | $152,861-47.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 22.15% | 145.58%-123.4pp | 109.41%-87.3pp | 345.32%-323.2pp |
| Employer contribution / active EE | $1,943 | $4,221-54.0% | $3,653-46.8% | $4,762-59.2% |
| Participant deferral / active EE | $4,579 | $4,845-5.5% | $4,236+8.1% | $5,850-21.7% |
| Admin fee / account holder | $101 | $7,079-98.6% | $5,794-98.3% | $11,596-99.1% |