Filed November 9, 2005
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.
Participant 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 | $38,158 | $136,307-72.0% | $106,619-64.2% | $273,961-86.1% |
| Participation rate | 95.8% | 84.8%+11.1pp | 78.0%+17.8pp | 83.0%+12.8pp |
| Annual return | 8.61% | 11.05%-2.4pp | 9.42%-0.8pp | 41.45%-32.8pp |
| Employer contribution / active EE | $1,042 | $5,190-79.9% | $3,947-73.6% | $4,869-78.6% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $190 | $8,625-97.8% | $6,418-97.0% | $10,132-98.1% |