Filed September 14, 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 | $217,172 | $90,503+140.0% | $78,689+176.0% | $273,961-20.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.28% | 75.60%-70.3pp | 62.18%-56.9pp | 41.45%-36.2pp |
| Employer contribution / active EE | $8,491 | $3,176+167.4% | $2,851+197.9% | $4,869+74.4% |
| Participant deferral / active EE | $15,819 | $3,901+305.5% | $3,517+349.8% | $5,287+199.2% |
| Admin fee / account holder | $103 | $5,263-98.0% | $4,510-97.7% | $10,132-99.0% |