Filed November 12, 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 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,370 | $41,377-36.3% | $109,313-75.9% | $62,891-58.1% |
| Participation rate | 71.9% | 57.5%+14.3pp | 71.3%+0.6pp | 69.3%+2.6pp |
| Annual return | 7.35% | 11.05%-3.7pp | 22.07%-14.7pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,303 | $1,276+2.1% | $3,892-66.5% | $2,281-42.9% |
| Participant deferral / active EE | $2,438 | $2,045+19.2% | $3,166-23.0% | $3,203-23.9% |
| Admin fee / account holder | $235 | $2,884-91.9% | $5,666-95.9% | $4,296-94.5% |