Filed March 16, 2007 (most recent of 2 filings on file)
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 | $157,640 | $77,419+103.6% | $69,455+127.0% | $152,861+3.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 14.25% | 39.06%-24.8pp | 28.97%-14.7pp | 345.32%-331.1pp |
| Employer contribution / active EE | $8,958 | $3,315+170.2% | $2,779+222.3% | $4,762+88.1% |
| Participant deferral / active EE | $10,433 | $4,414+136.4% | $3,535+195.1% | $5,850+78.3% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,839-100.0% | $11,596-100.0% |