Filed August 29, 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 | $33,219 | $92,703-64.2% | $82,719-59.8% | $134,475-75.3% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -20.45% | 944.92%-965.4pp | 701.18%-721.6pp | 417.96%-438.4pp |
| Employer contribution / active EE | $2,286 | $3,274-30.2% | $3,009-24.0% | $4,740-51.8% |
| Participant deferral / active EE | $2,068 | $4,802-56.9% | $4,395-52.9% | $6,400-67.7% |
| Admin fee / account holder | $42 | $5,983-99.3% | $5,329-99.2% | $11,426-99.6% |