Filed January 6, 2006
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.
Employer 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 | $16,313 | $39,122-58.3% | $57,179-71.5% | $62,891-74.1% |
| Participation rate | 80.5% | 70.5%+10.0pp | 75.3%+5.1pp | 69.3%+11.2pp |
| Annual return | 1.53% | 9.23%-7.7pp | 14.59%-13.1pp | 20.14%-18.6pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,182 | $2,374-8.1% | $3,096-29.5% | $3,203-31.9% |
| Admin fee / account holder | $138 | $2,592-94.7% | $3,139-95.6% | $4,296-96.8% |