Filed April 26, 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 9-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 | $35,090 | $111,301-68.5% | $112,977-68.9% | $158,922-77.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 14.29% | 26.40%-12.1pp | 24.24%-10.0pp | 302.83%-288.5pp |
| Employer contribution / active EE | $3,268 | $4,471-26.9% | $4,255-23.2% | $4,761-31.4% |
| Participant deferral / active EE | $4,180 | $5,880-28.9% | $5,836-28.4% | $5,982-30.1% |
| Admin fee / account holder | $144 | $8,392-98.3% | $6,294-97.7% | $11,246-98.7% |