Filed January 1, 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 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.
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 | $59,138 | $69,207-14.5% | $64,056-7.7% | $139,434-57.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.94% | 45.88%-34.9pp | 33.69%-22.8pp | 372.94%-362.0pp |
| Employer contribution / active EE | $5,440 | $3,182+70.9% | $2,747+98.1% | $4,751+14.5% |
| Participant deferral / active EE | $127 | $4,682-97.3% | $3,880-96.7% | $6,710-98.1% |
| Admin fee / account holder | $171 | $4,244-96.0% | $3,068-94.4% | $11,403-98.5% |