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.
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 | $71,246 | $82,664-13.8% | $125,339-43.2% | $68,494+4.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -9.30% | -5.97%-3.3pp | 572.05%-581.4pp | -7.84%-1.5pp |
| Employer contribution / active EE | $4,458 | $3,381+31.8% | $4,814-7.4% | $2,596+71.7% |
| Participant deferral / active EE | $2,889 | $6,110-52.7% | $7,446-61.2% | $4,027-28.3% |
| Admin fee / account holder | $131 | $6,275-97.9% | $10,010-98.7% | $5,403-97.6% |