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 | $45,326 | $165,984-72.7% | $164,813-72.5% | $145,922-68.9% |
| Participation rate | 76.9% | 82.0%-5.1pp | 78.6%-1.7pp | 80.3%-3.4pp |
| Annual return | 15.14% | 100.03%-84.9pp | 69.93%-54.8pp | 561.29%-546.1pp |
| Employer contribution / active EE | $2,106 | $5,273-60.1% | $4,341-51.5% | $4,660-54.8% |
| Participant deferral / active EE | $5,210 | $6,959-25.1% | $6,031-13.6% | $6,688-22.1% |
| Admin fee / account holder | $193 | $16,648-98.8% | $12,690-98.5% | $13,397-98.6% |