Filed January 9, 2007
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 | $106,911 | $127,386-16.1% | $115,037-7.1% | $125,391-14.7% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | -1.48% | 31.28%-32.8pp | 26.14%-27.6pp | 282.22%-283.7pp |
| Employer contribution / active EE | $6,304 | $5,166+22.0% | $4,608+36.8% | $4,866+29.5% |
| Participant deferral / active EE | $3,545 | $6,423-44.8% | $6,026-41.2% | $5,352-33.8% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |