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 | $94,916 | $60,349+57.3% | $74,183+27.9% | $62,891+50.9% |
| Participation rate | 98.0% | 72.7%+25.2pp | 76.6%+21.3pp | 69.3%+28.7pp |
| Annual return | 7.81% | 21.37%-13.6pp | 17.74%-9.9pp | 20.14%-12.3pp |
| Employer contribution / active EE | $689 | $1,680-59.0% | $2,370-70.9% | $2,281-69.8% |
| Participant deferral / active EE | $4,179 | $2,856+46.3% | $3,550+17.7% | $3,203+30.5% |
| Admin fee / account holder | $62 | $4,261-98.5% | $5,586-98.9% | $4,296-98.6% |