Filed January 23, 2006 (most recent of 2 filings on file)
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 | $41,531 | $87,733-52.7% | $106,548-61.0% | $85,850-51.6% |
| Participation rate | 94.6% | 71.9%+22.7pp | 76.1%+18.5pp | 69.3%+25.3pp |
| Annual return | 156.93% | 21.86%+135.1pp | 26.80%+130.1pp | 318.53%-161.6pp |
| Employer contribution / active EE | $2,367 | $2,073+14.2% | $2,819-16.0% | $2,565-7.7% |
| Participant deferral / active EE | $3,902 | $3,469+12.5% | $4,398-11.3% | $3,952-1.3% |
| Admin fee / account holder | $40 | $6,767-99.4% | $7,407-99.5% | $6,260-99.4% |