Filed October 19, 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 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 | $137,449 | $77,523+77.3% | $100,383+36.9% | $80,874+70.0% |
| Participation rate | 91.9% | 77.0%+14.9pp | 81.5%+10.4pp | 67.6%+24.2pp |
| Annual return | 22.23% | 37.21%-15.0pp | 49.26%-27.0pp | 35.62%-13.4pp |
| Employer contribution / active EE | $1,167 | $2,801-58.3% | $3,944-70.4% | $2,756-57.6% |
| Participant deferral / active EE | $5,002 | $6,822-26.7% | $8,086-38.1% | $4,297+16.4% |
| Admin fee / account holder | $194 | $5,899-96.7% | $7,900-97.5% | $6,935-97.2% |