Filed October 18, 2004 (most recent of 2 filings on file)
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 | $106,696 | $99,020+7.8% | $86,590+23.2% | $147,584-27.7% |
| Participation rate | 87.5% | 76.3%+11.2pp | 73.5%+14.0pp | 82.8%+4.7pp |
| Annual return | 18.59% | 1312.34%-1293.7pp | 964.84%-946.2pp | 578.55%-560.0pp |
| Employer contribution / active EE | $2,906 | $3,132-7.2% | $2,839+2.4% | $4,876-40.4% |
| Participant deferral / active EE | $4,740 | $3,972+19.3% | $3,609+31.3% | $5,439-12.8% |
| Admin fee / account holder | $123 | $5,710-97.8% | $4,906-97.5% | $10,885-98.9% |