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 | $219,369 | $72,400+203.0% | $67,502+225.0% | $145,922+50.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 26.35% | 7182.46%-7156.1pp | 3512.12%-3485.8pp | 561.29%-534.9pp |
| Employer contribution / active EE | $21,240 | $3,069+592.0% | $2,731+677.8% | $4,660+355.8% |
| Participant deferral / active EE | $18,205 | $4,783+280.6% | $4,000+355.1% | $6,688+172.2% |
| Admin fee / account holder | $20 | $5,539-99.6% | $3,998-99.5% | $13,397-99.9% |