Filed July 20, 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 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 | $24,983 | $65,685-62.0% | $57,179-56.3% | $273,961-90.9% |
| Participation rate | 77.8% | 78.3%-0.6pp | 75.3%+2.4pp | 83.0%-5.2pp |
| Annual return | 8.66% | 21.99%-13.3pp | 14.59%-5.9pp | 41.45%-32.8pp |
| Employer contribution / active EE | $1,154 | $3,279-64.8% | $2,682-57.0% | $4,869-76.3% |
| Participant deferral / active EE | $2,624 | $3,782-30.6% | $3,096-15.2% | $5,287-50.4% |
| Admin fee / account holder | $79 | $4,835-98.4% | $3,139-97.5% | $10,132-99.2% |