Filed January 22, 2012
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 3-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 | $88,007 | $169,032-47.9% | $129,207-31.9% | $145,922-39.7% |
| Participation rate | 82.4% | 76.4%+5.9pp | 69.6%+12.7pp | 80.3%+2.1pp |
| Annual return | 9.47% | 14330.11%-14320.6pp | 9417.33%-9407.9pp | 561.29%-551.8pp |
| Employer contribution / active EE | $2,359 | $5,537-57.4% | $4,153-43.2% | $4,660-49.4% |
| Participant deferral / active EE | $8,240 | $4,987+65.2% | $4,168+97.7% | $6,688+23.2% |
| Admin fee / account holder | $278 | $9,954-97.2% | $7,715-96.4% | $13,397-97.9% |