Filed May 14, 2008
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 | $82,545 | $96,635-14.6% | $86,612-4.7% | $139,434-40.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 23.75% | 106.41%-82.7pp | 591.07%-567.3pp | 372.94%-349.2pp |
| Employer contribution / active EE | $5,817 | $3,263+78.3% | $3,022+92.5% | $4,751+22.4% |
| Participant deferral / active EE | $7,767 | $4,836+60.6% | $4,438+75.0% | $6,710+15.8% |
| Admin fee / account holder | $2 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |