Filed October 28, 2004 (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 | $133,468 | $56,897+134.6% | $84,750+57.5% | $62,891+112.2% |
| Participation rate | 71.9% | 68.5%+3.3pp | 76.6%-4.7pp | 69.3%+2.6pp |
| Annual return | 7.54% | 6.30%+1.2pp | 22.78%-15.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $2,787 | $2,400+16.1% | $3,574-22.0% | $2,281+22.2% |
| Participant deferral / active EE | $4,310 | $2,709+59.1% | $3,712+16.1% | $3,203+34.6% |
| Admin fee / account holder | $180 | $3,581-95.0% | $5,332-96.6% | $4,296-95.8% |