Filed December 10, 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 | $58,310 | $46,869+24.4% | $122,332-52.3% | $70,131-16.9% |
| Participation rate | 92.9% | 58.2%+34.7pp | 71.6%+21.2pp | 69.5%+23.3pp |
| Annual return | 16.80% | 24.22%-7.4pp | 30.27%-13.5pp | 73.14%-56.3pp |
| Employer contribution / active EE | $933 | $1,288-27.5% | $4,050-77.0% | $2,342-60.2% |
| Participant deferral / active EE | $2,690 | $2,166+24.2% | $3,287-18.2% | $3,332-19.3% |
| Admin fee / account holder | $55 | $3,322-98.3% | $5,478-99.0% | $4,645-98.8% |