Filed December 10, 2005
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 | $33,705 | $100,852-66.6% | $90,404-62.7% | $158,922-78.8% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 32.36% | 1724.20%-1691.8pp | 1293.02%-1260.7pp | 302.83%-270.5pp |
| Employer contribution / active EE | $2,075 | $3,689-43.7% | $3,262-36.4% | $4,761-56.4% |
| Participant deferral / active EE | $2,716 | $4,348-37.5% | $3,963-31.5% | $5,982-54.6% |
| Admin fee / account holder | $46 | $6,501-99.3% | $5,611-99.2% | $11,246-99.6% |