Filed November 23, 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 | $37,594 | $27,915+34.7% | $58,482-35.7% | $75,163-50.0% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 22.07% | 44.20%-22.1pp | 4239.32%-4217.2pp | 160.62%-138.5pp |
| Employer contribution / active EE | $1,914 | $669+186.1% | $1,053+81.7% | $2,670-28.3% |
| Participant deferral / active EE | $4,209 | $1,201+250.4% | $1,924+118.8% | $4,125+2.0% |
| Admin fee / account holder | $257 | $1,726-85.1% | $2,516-89.8% | $5,651-95.5% |