Filed August 31, 2006 (most recent of 3 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 | $60,439 | $74,888-19.3% | $71,209-15.1% | $142,382-57.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.03% | 345.14%-328.1pp | 282.51%-265.5pp | 217.08%-200.0pp |
| Employer contribution / active EE | $4,506 | $2,854+57.9% | $2,721+65.6% | $4,299+4.8% |
| Participant deferral / active EE | $7,230 | $4,454+62.3% | $4,175+73.2% | $6,507+11.1% |
| Admin fee / account holder | $64 | $5,568-98.8% | $5,349-98.8% | $12,624-99.5% |