Filed August 17, 2012 (most recent of 2 filings on file)
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 | $35,045 | $228,332-84.7% | $185,823-81.1% | $158,922-77.9% |
| Participation rate | 72.7% | 82.3%-9.6pp | 78.0%-5.3pp | 82.0%-9.2pp |
| Annual return | 8.35% | 40.80%-32.5pp | 35.95%-27.6pp | 302.83%-294.5pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $4,601 | $6,415-28.3% | $5,632-18.3% | $5,982-23.1% |
| Admin fee / account holder | $200 | $11,864-98.3% | $9,500-97.9% | $11,246-98.2% |