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 | $47,387 | $109,817-56.8% | $98,442-51.9% | $167,490-71.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 27.56% | 1956.69%-1929.1pp | 1492.73%-1465.2pp | 478.56%-451.0pp |
| Employer contribution / active EE | $3,818 | $3,224+18.4% | $2,960+29.0% | $4,837-21.1% |
| Participant deferral / active EE | $4,964 | $4,673+6.2% | $4,276+16.1% | $6,341-21.7% |
| Admin fee / account holder | $85 | $6,753-98.7% | $5,949-98.6% | $12,309-99.3% |