Filed November 18, 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 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 | $22,016 | $42,383-48.1% | $76,523-71.2% | $64,186-65.7% |
| Participation rate | 98.0% | 58.1%+39.9pp | 68.0%+30.0pp | 69.6%+28.4pp |
| Annual return | 12.36% | -16.54%+28.9pp | -0.27%+12.6pp | 7.63%+4.7pp |
| Employer contribution / active EE | $4,610 | $1,563+194.9% | $2,647+74.2% | $2,381+93.6% |
| Participant deferral / active EE | $7,087 | $2,566+176.2% | $3,835+84.8% | $3,470+104.3% |
| Admin fee / account holder | $215 | $3,198-93.3% | $4,848-95.6% | $4,888-95.6% |