Filed July 22, 2011
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $89,799 | $105,181-14.6% | $159,436-43.7% | $85,850+4.6% |
| Participation rate | 94.3% | 75.8%+18.5pp | 82.8%+11.5pp | 69.3%+25.0pp |
| Annual return | 30.27% | 45.07%-14.8pp | 263.57%-233.3pp | 318.53%-288.3pp |
| Employer contribution / active EE | $3,557 | $3,318+7.2% | $4,829-26.3% | $2,565+38.7% |
| Participant deferral / active EE | $2,212 | $5,945-62.8% | $7,352-69.9% | $3,952-44.0% |
| Admin fee / account holder | $4 | $6,933-99.9% | $10,799-100.0% | $6,260-99.9% |