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 | $43,100 | $114,237-62.3% | $119,258-63.9% | $167,490-74.3% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 13.60% | 29.87%-16.3pp | 30.69%-17.1pp | 478.56%-465.0pp |
| Employer contribution / active EE | $4,779 | $4,481+6.6% | $4,384+9.0% | $4,837-1.2% |
| Participant deferral / active EE | $6,234 | $6,084+2.5% | $6,111+2.0% | $6,341-1.7% |
| Admin fee / account holder | $193 | $8,932-97.8% | $7,226-97.3% | $12,309-98.4% |