Filed June 15, 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 | $80,828 | $197,591-59.1% | $177,821-54.5% | $158,922-49.1% |
| Participation rate | 93.3% | 88.5%+4.8pp | 87.7%+5.6pp | 82.0%+11.4pp |
| Annual return | 15.93% | 58.76%-42.8pp | 48.32%-32.4pp | 302.83%-286.9pp |
| Employer contribution / active EE | $6,000 | $6,697-10.4% | $5,918+1.4% | $4,761+26.0% |
| Participant deferral / active EE | $6,505 | $8,405-22.6% | $7,714-15.7% | $5,982+8.7% |
| Admin fee / account holder | $298 | $15,399-98.1% | $12,427-97.6% | $11,246-97.3% |