Filed September 19, 2006
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 | $181,726 | $144,119+26.1% | $117,854+54.2% | $147,584+23.1% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.7%+0.3pp | 82.8%-2.8pp |
| Annual return | 11.46% | 531.15%-519.7pp | 335.08%-323.6pp | 578.55%-567.1pp |
| Employer contribution / active EE | $2,308 | $4,896-52.9% | $3,786-39.0% | $4,876-52.7% |
| Participant deferral / active EE | $4,855 | $5,316-8.7% | $4,482+8.3% | $5,439-10.7% |
| Admin fee / account holder | $296 | $10,886-97.3% | $8,020-96.3% | $10,885-97.3% |