Filed August 5, 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.
Annual investment return 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 | $31,715 | $62,586-49.3% | $76,768-58.7% | $64,186-50.6% |
| Participation rate | 96.2% | 72.8%+23.3pp | 77.0%+19.2pp | 69.6%+26.6pp |
| Annual return | -7.78% | -1.95%-5.8pp | 2.43%-10.2pp | 7.63%-15.4pp |
| Employer contribution / active EE | $2,281 | $1,832+24.5% | $2,485-8.2% | $2,381-4.2% |
| Participant deferral / active EE | $5,160 | $3,145+64.1% | $3,852+34.0% | $3,470+48.7% |
| Admin fee / account holder | $240 | $4,667-94.8% | $6,675-96.4% | $4,888-95.1% |