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 | $178,542 | $97,757+82.6% | $83,848+112.9% | $135,375+31.9% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -1.25% | 1287.37%-1288.6pp | 850.88%-852.1pp | 519.73%-521.0pp |
| Employer contribution / active EE | $3,824 | $4,222-9.4% | $3,631+5.3% | $4,779-20.0% |
| Participant deferral / active EE | $9,202 | $4,682+96.5% | $4,082+125.4% | $5,609+64.1% |
| Admin fee / account holder | $20 | $6,674-99.7% | $5,478-99.6% | $10,827-99.8% |