Filed October 25, 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.
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 | $69,390 | $102,317-32.2% | $146,958-52.8% | $80,856-14.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 17.23% | 134.76%-117.5pp | 418.34%-401.1pp | 35.59%-18.4pp |
| Employer contribution / active EE | $1,389 | $3,713-62.6% | $4,933-71.8% | $2,755-49.6% |
| Participant deferral / active EE | $1,853 | $6,644-72.1% | $8,070-77.0% | $4,296-56.9% |
| Admin fee / account holder | $166 | $7,941-97.9% | $12,998-98.7% | $6,918-97.6% |