Filed November 9, 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,165 | $112,881-85.7% | $90,951-82.2% | $158,922-89.8% |
| Participation rate | 84.6% | 74.7%+9.9pp | 69.0%+15.6pp | 82.0%+2.7pp |
| Annual return | 17.33% | 215.79%-198.5pp | 134.60%-117.3pp | 302.83%-285.5pp |
| Employer contribution / active EE | $1,511 | $2,893-47.8% | $2,122-28.8% | $4,761-68.3% |
| Participant deferral / active EE | $1,827 | $4,128-55.7% | $3,373-45.8% | $5,982-69.5% |
| Admin fee / account holder | $187 | $8,041-97.7% | $5,959-96.9% | $11,246-98.3% |