Filed December 10, 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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,899 | $39,122-33.8% | $57,179-54.7% | $62,891-58.8% |
| Participation rate | 95.7% | 70.5%+25.2pp | 75.3%+20.4pp | 69.3%+26.4pp |
| Annual return | 7.60% | 9.23%-1.6pp | 14.59%-7.0pp | 20.14%-12.5pp |
| Employer contribution / active EE | $1,758 | $1,874-6.2% | $2,682-34.5% | $2,281-22.9% |
| Participant deferral / active EE | $2,091 | $2,374-11.9% | $3,096-32.4% | $3,203-34.7% |
| Admin fee / account holder | $12 | $2,592-99.6% | $3,139-99.6% | $4,296-99.7% |