Filed April 5, 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 | $95,060 | $140,588-32.4% | $123,104-22.8% | $125,391-24.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.51% | 16.80%-17.3pp | 13.22%-13.7pp | 282.22%-282.7pp |
| Employer contribution / active EE | $12,879 | $6,041+113.2% | $5,151+150.0% | $4,866+164.7% |
| Participant deferral / active EE | $11,779 | $6,980+68.7% | $6,230+89.1% | $5,352+120.1% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |