Filed March 27, 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 8-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 | $119,892 | $88,751+35.1% | $81,812+46.5% | $145,922-17.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 93.20% | 1025.40%-932.2pp | 773.79%-680.6pp | 561.29%-468.1pp |
| Employer contribution / active EE | $4,524 | $3,083+46.7% | $2,912+55.4% | $4,660-2.9% |
| Participant deferral / active EE | $8,394 | $4,643+80.8% | $4,319+94.4% | $6,688+25.5% |
| Admin fee / account holder | $156 | $8,415-98.1% | $7,386-97.9% | $13,397-98.8% |