Filed March 19, 2006 (most recent of 2 filings on file)
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $287,081 | $138,065+107.9% | $123,544+132.4% | $135,375+112.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.52% | 153.68%-157.2pp | 119.20%-122.7pp | 519.73%-523.3pp |
| Employer contribution / active EE | $4,504 | $5,151-12.6% | $4,628-2.7% | $4,779-5.7% |
| Participant deferral / active EE | $7,595 | $6,799+11.7% | $6,426+18.2% | $5,609+35.4% |
| Admin fee / account holder | $148 | $10,916-98.6% | $9,284-98.4% | $10,827-98.6% |