Filed December 4, 2007
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 | $74,659 | $88,707-15.8% | $74,183+0.6% | $273,961-72.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.22% | 11.94%-3.7pp | 17.74%-9.5pp | 41.45%-33.2pp |
| Employer contribution / active EE | $5,882 | $3,159+86.2% | $2,370+148.2% | $4,869+20.8% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $265 | $8,717-97.0% | $5,586-95.3% | $10,132-97.4% |