Filed August 29, 2006 (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.
Employer contribution per participant 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 | $26,292 | $185,822-85.9% | $169,993-84.5% | $139,434-81.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.84% | 60.50%-41.7pp | 53.37%-34.5pp | 372.94%-354.1pp |
| Employer contribution / active EE | $1,046 | $7,590-86.2% | $6,785-84.6% | $4,751-78.0% |
| Participant deferral / active EE | $3,087 | $11,622-73.4% | $10,408-70.3% | $6,710-54.0% |
| Admin fee / account holder | $211 | $15,381-98.6% | $12,815-98.4% | $11,403-98.1% |