Filed July 30, 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.
Participant 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 | $37,196 | $106,584-65.1% | $101,326-63.3% | $142,382-73.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 15.22% | 36.93%-21.7pp | 36.82%-21.6pp | 217.08%-201.9pp |
| Employer contribution / active EE | $709 | $3,956-82.1% | $3,665-80.7% | $4,299-83.5% |
| Participant deferral / active EE | $1,105 | $8,297-86.7% | $7,994-86.2% | $6,507-83.0% |
| Admin fee / account holder | $28 | $11,446-99.8% | $11,185-99.7% | $12,624-99.8% |