Filed January 5, 2007
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 | $60,582 | $90,503-33.1% | $78,689-23.0% | $273,961-77.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 20.05% | 75.60%-55.6pp | 62.18%-42.1pp | 41.45%-21.4pp |
| Employer contribution / active EE | $5,575 | $3,176+75.5% | $2,851+95.6% | $4,869+14.5% |
| Participant deferral / active EE | $7,074 | $3,901+81.3% | $3,517+101.1% | $5,287+33.8% |
| Admin fee / account holder | $183 | $5,263-96.5% | $4,510-96.0% | $10,132-98.2% |