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 | $75,690 | $90,503-16.4% | $78,689-3.8% | $273,961-72.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.41% | 75.60%-68.2pp | 62.18%-54.8pp | 41.45%-34.0pp |
| Employer contribution / active EE | $4,552 | $3,176+43.3% | $2,851+59.7% | $4,869-6.5% |
| Participant deferral / active EE | $6,064 | $3,901+55.4% | $3,517+72.4% | $5,287+14.7% |
| Admin fee / account holder | $8 | $5,263-99.8% | $4,510-99.8% | $10,132-99.9% |