Filed July 14, 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 | $33,901 | $57,065-40.6% | $75,670-55.2% | $70,131-51.7% |
| Participation rate | 88.0% | 68.1%+20.0pp | 72.3%+15.7pp | 69.5%+18.5pp |
| Annual return | 12.76% | 23.57%-10.8pp | 27.34%-14.6pp | 73.14%-60.4pp |
| Employer contribution / active EE | $1,251 | $1,817-31.1% | $2,352-46.8% | $2,342-46.6% |
| Participant deferral / active EE | $1,977 | $2,580-23.3% | $3,142-37.1% | $3,332-40.6% |
| Admin fee / account holder | $155 | $3,825-96.0% | $5,800-97.3% | $4,645-96.7% |