Filed October 18, 2004
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 | $78,058 | $228,332-65.8% | $185,823-58.0% | $158,922-50.9% |
| Participation rate | 83.3% | 82.3%+1.0pp | 78.0%+5.3pp | 82.0%+1.4pp |
| Annual return | 129.25% | 40.80%+88.5pp | 35.95%+93.3pp | 302.83%-173.6pp |
| Employer contribution / active EE | $12,155 | $4,967+144.7% | $4,087+197.4% | $4,761+155.3% |
| Participant deferral / active EE | $9,267 | $6,415+44.5% | $5,632+64.5% | $5,982+54.9% |
| Admin fee / account holder | $187 | $11,864-98.4% | $9,500-98.0% | $11,246-98.3% |