Filed January 12, 2013 (most recent of 3 filings on file)
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 | $194,643 | $108,919+78.7% | $100,391+93.9% | $145,922+33.4% |
| Participation rate | 81.3% | 82.9%-1.7pp | 81.5%-0.2pp | 80.3%+1.0pp |
| Annual return | 28.98% | 57.88%-28.9pp | 49.20%-20.2pp | 561.29%-532.3pp |
| Employer contribution / active EE | $2,946 | $4,419-33.3% | $3,942-25.3% | $4,660-36.8% |
| Participant deferral / active EE | $6,700 | $8,445-20.7% | $8,082-17.1% | $6,688+0.2% |
| Admin fee / account holder | $197 | $9,689-98.0% | $7,899-97.5% | $13,397-98.5% |