Filed June 28, 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,464 | $42,546-75.4% | $71,796-85.4% | $55,167-81.0% |
| Participation rate | 100.0% | 59.1%+40.9pp | 69.1%+30.9pp | 69.0%+31.0pp |
| Annual return | 53.06% | 12.36%+40.7pp | 78.04%-25.0pp | 169.23%-116.2pp |
| Employer contribution / active EE | $4,990 | $803+521.2% | $1,924+159.3% | $1,963+154.3% |
| Participant deferral / active EE | $2,206 | $2,064+6.9% | $2,794-21.0% | $3,054-27.8% |
| Admin fee / account holder | $0 | $650-100.0% | $4,815-100.0% | $504-100.0% |