Filed November 13, 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 | $149,715 | $138,065+8.4% | $123,544+21.2% | $135,375+10.6% |
| Participation rate | 90.5% | 84.7%+5.7pp | 82.3%+8.2pp | 82.6%+7.8pp |
| Annual return | 5.44% | 153.68%-148.2pp | 119.20%-113.8pp | 519.73%-514.3pp |
| Employer contribution / active EE | $9,177 | $5,151+78.1% | $4,628+98.3% | $4,779+92.0% |
| Participant deferral / active EE | $5,883 | $6,799-13.5% | $6,426-8.4% | $5,609+4.9% |
| Admin fee / account holder | $184 | $10,916-98.3% | $9,284-98.0% | $10,827-98.3% |