Filed January 6, 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 | $125,732 | $115,770+8.6% | $101,248+24.2% | $158,922-20.9% |
| Participation rate | 92.9% | 79.4%+13.5pp | 75.8%+17.0pp | 82.0%+10.9pp |
| Annual return | 18.68% | 56.14%-37.5pp | 46.47%-27.8pp | 302.83%-284.2pp |
| Employer contribution / active EE | $1,680 | $4,175-59.7% | $3,660-54.1% | $4,761-64.7% |
| Participant deferral / active EE | $3,596 | $4,957-27.5% | $4,370-17.7% | $5,982-39.9% |
| Admin fee / account holder | -$205 | $7,245-102.8% | $5,945-103.4% | $11,246-101.8% |