Filed March 27, 2011 (most recent of 3 filings on file)
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 | $96,652 | $105,998-8.8% | $92,233+4.8% | $147,584-34.5% |
| Participation rate | 94.7% | 80.4%+14.3pp | 76.5%+18.3pp | 82.8%+11.9pp |
| Annual return | 18.01% | 50.05%-32.0pp | 176.28%-158.3pp | 578.55%-560.5pp |
| Employer contribution / active EE | $2,882 | $4,333-33.5% | $3,679-21.7% | $4,876-40.9% |
| Participant deferral / active EE | $6,984 | $4,478+56.0% | $3,897+79.2% | $5,439+28.4% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |