Filed January 6, 2006
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 | $140,645 | $54,762+156.8% | $90,281+55.8% | $72,985+92.7% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 24.93% | 30.63%-5.7pp | 78.10%-53.2pp | 81.00%-56.1pp |
| Employer contribution / active EE | $3,573 | $2,092+70.8% | $2,854+25.2% | $2,440+46.4% |
| Participant deferral / active EE | $4,689 | $2,887+62.4% | $3,885+20.7% | $3,607+30.0% |
| Admin fee / account holder | $272 | $3,972-93.2% | $5,351-94.9% | $5,124-94.7% |