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 | $207,499 | $165,335+25.5% | $149,696+38.6% | $158,922+30.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.12% | 348.15%-335.0pp | 276.60%-263.5pp | 302.83%-289.7pp |
| Employer contribution / active EE | $16,505 | $5,103+223.5% | $4,644+255.4% | $4,761+246.7% |
| Participant deferral / active EE | $7,773 | $7,181+8.2% | $6,842+13.6% | $5,982+29.9% |
| Admin fee / account holder | $11 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |