Filed September 3, 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 | $63,494 | $87,841-27.7% | $133,980-52.6% | $62,891+1.0% |
| Participation rate | 80.0% | 83.4%-3.4pp | 87.1%-7.1pp | 69.3%+10.7pp |
| Annual return | 8.30% | 12.05%-3.7pp | 29.30%-21.0pp | 20.14%-11.8pp |
| Employer contribution / active EE | $2,284 | $3,483-34.4% | $5,211-56.2% | $2,281+0.1% |
| Participant deferral / active EE | $4,824 | $4,812+0.2% | $6,282-23.2% | $3,203+50.6% |
| Admin fee / account holder | $285 | $5,371-94.7% | $9,324-96.9% | $4,296-93.4% |