Filed November 23, 2004
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 8-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 | $61,701 | $83,477-26.1% | $125,175-50.7% | $72,985-15.5% |
| Participation rate | 71.4% | 73.3%-1.9pp | 79.8%-8.4pp | 69.5%+1.9pp |
| Annual return | 27.03% | 25.78%+1.3pp | 43.79%-16.8pp | 81.00%-54.0pp |
| Employer contribution / active EE | $1,674 | $2,345-28.6% | $3,865-56.7% | $2,440-31.4% |
| Participant deferral / active EE | $3,026 | $3,585-15.6% | $4,937-38.7% | $3,607-16.1% |
| Admin fee / account holder | $282 | $5,517-94.9% | $9,702-97.1% | $5,124-94.5% |