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.
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 | $168,038 | $209,411-19.8% | $178,490-5.9% | $158,922+5.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.67% | 188.75%-178.1pp | 151.07%-140.4pp | 302.83%-292.2pp |
| Employer contribution / active EE | $8,336 | $5,706+46.1% | $5,011+66.4% | $4,761+75.1% |
| Participant deferral / active EE | $5,331 | $5,954-10.5% | $5,202+2.5% | $5,982-10.9% |
| Admin fee / account holder | $204 | $17,074-98.8% | $13,984-98.5% | $11,246-98.2% |