Filed November 9, 2005
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 | $135,705 | $105,998+28.0% | $92,233+47.1% | $147,584-8.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 20.43% | 50.05%-29.6pp | 176.28%-155.9pp | 578.55%-558.1pp |
| Employer contribution / active EE | $1,952 | $4,333-55.0% | $3,679-47.0% | $4,876-60.0% |
| Participant deferral / active EE | $5,764 | $4,478+28.7% | $3,897+47.9% | $5,439+6.0% |
| Admin fee / account holder | $24 | $6,332-99.6% | $5,194-99.5% | $10,885-99.8% |