Filed October 18, 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 | $44,914 | $153,772-70.8% | $133,980-66.5% | $273,961-83.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 12.20% | 36.51%-24.3pp | 29.30%-17.1pp | 41.45%-29.3pp |
| Employer contribution / active EE | $12,480 | $6,029+107.0% | $5,211+139.5% | $4,869+156.3% |
| Participant deferral / active EE | $5,460 | $6,958-21.5% | $6,282-13.1% | $5,287+3.3% |
| Admin fee / account holder | $98 | $11,765-99.2% | $9,324-99.0% | $10,132-99.0% |