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 | $110,017 | $84,233+30.6% | $170,442-35.5% | $70,131+56.9% |
| Participation rate | 77.6% | 70.8%+6.7pp | 83.6%-6.0pp | 69.5%+8.0pp |
| Annual return | 15.90% | 23.06%-7.2pp | 205.93%-190.0pp | 73.14%-57.2pp |
| Employer contribution / active EE | $2,072 | $3,387-38.8% | $5,433-61.9% | $2,342-11.6% |
| Participant deferral / active EE | $4,431 | $3,086+43.6% | $4,939-10.3% | $3,332+33.0% |
| Admin fee / account holder | $3 | $5,698-100.0% | $13,880-100.0% | $4,645-99.9% |