Filed January 19, 2005 (most recent of 3 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 3-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 | $154,839 | $69,207+123.7% | $64,056+141.7% | $139,434+11.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 26.69% | 45.88%-19.2pp | 33.69%-7.0pp | 372.94%-346.2pp |
| Employer contribution / active EE | $19,113 | $3,182+500.6% | $2,747+595.9% | $4,751+302.3% |
| Participant deferral / active EE | $15,056 | $4,682+221.6% | $3,880+288.0% | $6,710+124.4% |
| Admin fee / account holder | $39 | $4,244-99.1% | $3,068-98.7% | $11,403-99.7% |