Filed October 18, 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $98,307 | $65,365+50.4% | $92,893+5.8% | $72,985+34.7% |
| Participation rate | 70.0% | 68.3%+1.7pp | 76.0%-6.0pp | 69.5%+0.5pp |
| Annual return | 0.69% | 42.10%-41.4pp | 109.41%-108.7pp | 81.00%-80.3pp |
| Employer contribution / active EE | $1,994 | $2,594-23.2% | $3,653-45.4% | $2,440-18.3% |
| Participant deferral / active EE | $3,125 | $3,128-0.1% | $4,236-26.2% | $3,607-13.4% |
| Admin fee / account holder | $9 | $4,251-99.8% | $5,794-99.8% | $5,124-99.8% |