Filed July 20, 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.
Annual investment return 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 | $15,649 | $30,400-48.5% | $53,898-71.0% | $84,808-81.5% |
| Participation rate | 71.4% | 46.4%+25.0pp | 55.0%+16.5pp | 68.3%+3.1pp |
| Annual return | 12.19% | 500.19%-488.0pp | 528.60%-516.4pp | 40.90%-28.7pp |
| Employer contribution / active EE | $463 | $603-23.3% | $932-50.4% | $2,631-82.4% |
| Participant deferral / active EE | $687 | $1,199-42.7% | $1,826-62.4% | $4,212-83.7% |
| Admin fee / account holder | $204 | $1,993-89.7% | $2,491-91.8% | $7,344-97.2% |