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 | $32,296 | $90,519-64.3% | $93,789-65.6% | $134,475-76.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -14.95% | -15.72%+0.8pp | -11.33%-3.6pp | 417.96%-432.9pp |
| Employer contribution / active EE | $2,934 | $4,343-32.4% | $4,323-32.1% | $4,740-38.1% |
| Participant deferral / active EE | $3,949 | $5,978-34.0% | $6,094-35.2% | $6,400-38.3% |
| Admin fee / account holder | $157 | $9,252-98.3% | $7,195-97.8% | $11,426-98.6% |