Filed July 15, 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.
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 | $165,529 | $115,770+43.0% | $101,248+63.5% | $158,922+4.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 24.13% | 56.14%-32.0pp | 46.47%-22.3pp | 302.83%-278.7pp |
| Employer contribution / active EE | $10,468 | $4,175+150.8% | $3,660+186.1% | $4,761+119.9% |
| Participant deferral / active EE | $10,461 | $4,957+111.0% | $4,370+139.4% | $5,982+74.9% |
| Admin fee / account holder | $3 | $7,245-100.0% | $5,945-99.9% | $11,246-100.0% |