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 5-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 | $35,043 | $154,117-77.3% | $129,995-73.0% | $139,434-74.9% |
| Participation rate | 71.4% | 82.0%-10.5pp | 78.5%-7.1pp | 80.3%-8.9pp |
| Annual return | 22.46% | 32.48%-10.0pp | -137.18%+159.6pp | 372.94%-350.5pp |
| Employer contribution / active EE | $2,096 | $5,289-60.4% | $4,320-51.5% | $4,751-55.9% |
| Participant deferral / active EE | $5,372 | $6,710-19.9% | $5,820-7.7% | $6,710-19.9% |
| Admin fee / account holder | $131 | $14,007-99.1% | $10,614-98.8% | $11,403-98.8% |