Filed October 18, 2004
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $81,688 | $171,865-52.5% | $149,718-45.4% | $147,584-44.6% |
| Participation rate | 90.5% | 88.2%+2.3pp | 87.1%+3.4pp | 82.8%+7.6pp |
| Annual return | 14.38% | 2113.22%-2098.8pp | 1501.63%-1487.2pp | 578.55%-564.2pp |
| Employer contribution / active EE | $1,266 | $6,275-79.8% | $5,445-76.8% | $4,876-74.0% |
| Participant deferral / active EE | $2,931 | $7,271-59.7% | $6,569-55.4% | $5,439-46.1% |
| Admin fee / account holder | $3 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |