Filed December 2, 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 | $78,371 | $99,020-20.9% | $86,590-9.5% | $147,584-46.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 11.31% | 1312.34%-1301.0pp | 964.84%-953.5pp | 578.55%-567.2pp |
| Employer contribution / active EE | $3,190 | $3,132+1.9% | $2,839+12.4% | $4,876-34.6% |
| Participant deferral / active EE | $6,490 | $3,972+63.4% | $3,609+79.8% | $5,439+19.3% |
| Admin fee / account holder | $45 | $5,710-99.2% | $4,906-99.1% | $10,885-99.6% |