Filed April 8, 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 5-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,700 | $62,132-66.7% | $185,823-88.9% | $73,488-71.8% |
| Participation rate | 93.5% | 67.8%+25.6pp | 78.0%+15.4pp | 70.7%+22.8pp |
| Annual return | 0.00% | 20.44%-20.4pp | 35.95%-36.0pp | 28.51%-28.5pp |
| Employer contribution / active EE | $6,729 | $1,681+300.2% | $4,087+64.6% | $2,270+196.4% |
| Participant deferral / active EE | $0 | $3,711-100.0% | $5,632-100.0% | $3,740-100.0% |
| Admin fee / account holder | $27 | $419-93.6% | $9,500-99.7% | $513-94.8% |