Filed October 18, 2004
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 | $101,975 | $110,809-8.0% | $86,874+17.4% | $167,490-39.1% |
| Participation rate | 90.0% | 75.8%+14.2pp | 71.6%+18.4pp | 82.1%+7.9pp |
| Annual return | 25.18% | 116.98%-91.8pp | 63.52%-38.3pp | 478.56%-453.4pp |
| Employer contribution / active EE | $1,409 | $3,244-56.6% | $2,495-43.5% | $4,837-70.9% |
| Participant deferral / active EE | $2,141 | $4,546-52.9% | $3,699-42.1% | $6,341-66.2% |
| Admin fee / account holder | $0 | $8,415-100.0% | $5,828-100.0% | $12,309-100.0% |