Filed February 1, 2006
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 | $26,572 | $64,348-58.7% | $90,160-70.5% | $70,131-62.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 19.38% | 28.13%-8.7pp | 34.88%-15.5pp | 73.14%-53.8pp |
| Employer contribution / active EE | $3,476 | $2,046+69.9% | $3,318+4.8% | $2,342+48.4% |
| Participant deferral / active EE | $4,513 | $4,389+2.8% | $5,288-14.6% | $3,332+35.5% |
| Admin fee / account holder | $203 | $3,944-94.8% | $5,943-96.6% | $4,645-95.6% |