Filed August 14, 2009
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,438 | $80,753-58.6% | $136,294-75.5% | $62,292-46.3% |
| Participation rate | 84.9% | 73.5%+11.4pp | 81.9%+3.0pp | 69.5%+15.4pp |
| Annual return | 22.31% | 35.83%-13.5pp | 5155.94%-5133.6pp | 28.90%-6.6pp |
| Employer contribution / active EE | $794 | $2,884-72.5% | $4,695-83.1% | $2,042-61.1% |
| Participant deferral / active EE | $2,394 | $5,164-53.6% | $6,247-61.7% | $3,169-24.5% |
| Admin fee / account holder | $2 | $525-99.7% | $9,243-100.0% | $479-99.7% |