Filed July 26, 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 | $35,083 | $105,998-66.9% | $92,233-62.0% | $147,584-76.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.69% | 50.05%-34.4pp | 176.28%-160.6pp | 578.55%-562.9pp |
| Employer contribution / active EE | $829 | $4,333-80.9% | $3,679-77.5% | $4,876-83.0% |
| Participant deferral / active EE | $2,001 | $4,478-55.3% | $3,897-48.7% | $5,439-63.2% |
| Admin fee / account holder | $150 | $6,332-97.6% | $5,194-97.1% | $10,885-98.6% |