Filed January 23, 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 | $0 | $105,998-100.0% | $92,233-100.0% | $147,584-100.0% |
| Participation rate | 0.0% | 80.4%-80.4pp | 76.5%-76.5pp | 82.8%-82.8pp |
| Annual return | 23.43% | 50.05%-26.6pp | 176.28%-152.9pp | 578.55%-555.1pp |
| Employer contribution / active EE | $676 | $4,333-84.4% | $3,679-81.6% | $4,876-86.1% |
| Participant deferral / active EE | $2,991 | $4,478-33.2% | $3,897-23.2% | $5,439-45.0% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |