Filed March 22, 2007
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 | $84,228 | $202,318-58.4% | $172,739-51.2% | $152,861-44.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.14% | 1029.65%-1009.5pp | 802.84%-782.7pp | 345.32%-325.2pp |
| Employer contribution / active EE | $1,921 | $5,856-67.2% | $5,143-62.6% | $4,762-59.7% |
| Participant deferral / active EE | $5,082 | $5,948-14.6% | $5,198-2.2% | $5,850-13.1% |
| Admin fee / account holder | $10 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |