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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $365,457 | $102,966+254.9% | $90,281+304.8% | $152,861+139.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 29.43% | 95.16%-65.7pp | 78.10%-48.7pp | 345.32%-315.9pp |
| Employer contribution / active EE | $2,940 | $3,139-6.3% | $2,854+3.0% | $4,762-38.3% |
| Participant deferral / active EE | $19,038 | $4,281+344.6% | $3,885+390.0% | $5,850+225.4% |
| Admin fee / account holder | $142 | $6,171-97.7% | $5,351-97.3% | $11,596-98.8% |