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 | $31,765 | $57,976-45.2% | $62,995-49.6% | $62,292-49.0% |
| Participation rate | 90.0% | 75.9%+14.1pp | 74.8%+15.2pp | 69.5%+20.5pp |
| Annual return | 17.63% | 17.54%+0.1pp | 87.57%-69.9pp | 28.90%-11.3pp |
| Employer contribution / active EE | $1,695 | $2,415-29.8% | $2,759-38.6% | $2,042-17.0% |
| Participant deferral / active EE | $2,011 | $2,956-32.0% | $3,329-39.6% | $3,169-36.5% |
| Admin fee / account holder | $4 | $276-98.6% | $3,600-99.9% | $479-99.2% |