Filed September 4, 2009
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 | $87,845 | $78,705+11.6% | $117,854-25.5% | $70,131+25.3% |
| Participation rate | 94.1% | 73.2%+20.9pp | 79.7%+14.5pp | 69.5%+24.6pp |
| Annual return | 18.48% | 23.30%-4.8pp | 335.08%-316.6pp | 73.14%-54.7pp |
| Employer contribution / active EE | $3,033 | $2,223+36.4% | $3,786-19.9% | $2,342+29.5% |
| Participant deferral / active EE | $7,032 | $3,297+113.3% | $4,482+56.9% | $3,332+111.1% |
| Admin fee / account holder | $30 | $5,065-99.4% | $8,020-99.6% | $4,645-99.3% |