Filed October 19, 2004
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 9-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 | $90,227 | $92,222-2.2% | $76,768+17.5% | $135,375-33.4% |
| Participation rate | 70.8% | 79.8%-8.9pp | 77.0%-6.1pp | 82.6%-11.8pp |
| Annual return | 10.48% | 5.46%+5.0pp | 2.43%+8.1pp | 519.73%-509.3pp |
| Employer contribution / active EE | $1,662 | $3,216-48.3% | $2,485-33.1% | $4,779-65.2% |
| Participant deferral / active EE | $3,256 | $4,509-27.8% | $3,852-15.5% | $5,609-41.9% |
| Admin fee / account holder | $134 | $10,748-98.8% | $6,675-98.0% | $10,827-98.8% |