Filed February 10, 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.
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 | $49,281 | $62,586-21.3% | $76,768-35.8% | $64,186-23.2% |
| Participation rate | 70.7% | 72.8%-2.1pp | 77.0%-6.3pp | 69.6%+1.1pp |
| Annual return | -5.04% | -1.95%-3.1pp | 2.43%-7.5pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,337 | $1,832-27.0% | $2,485-46.2% | $2,381-43.9% |
| Participant deferral / active EE | $2,684 | $3,145-14.6% | $3,852-30.3% | $3,470-22.6% |
| Admin fee / account holder | $222 | $4,667-95.3% | $6,675-96.7% | $4,888-95.5% |