Filed September 28, 2007 (most recent of 2 filings on file)
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 | $37,228 | $93,071-60.0% | $74,583-50.1% | $273,961-86.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 7.31% | 26.18%-18.9pp | 20.47%-13.2pp | 41.45%-34.1pp |
| Employer contribution / active EE | $4,380 | $3,160+38.6% | $2,525+73.5% | $4,869-10.0% |
| Participant deferral / active EE | $10,071 | $4,160+142.1% | $3,458+191.2% | $5,287+90.5% |
| Admin fee / account holder | $270 | $5,272-94.9% | $4,138-93.5% | $10,132-97.3% |