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 | $64,928 | $197,591-67.1% | $177,821-63.5% | $158,922-59.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.69% | 58.76%-44.1pp | 48.32%-33.6pp | 302.83%-288.1pp |
| Employer contribution / active EE | $5,191 | $6,697-22.5% | $5,918-12.3% | $4,761+9.0% |
| Participant deferral / active EE | $4,962 | $8,405-41.0% | $7,714-35.7% | $5,982-17.1% |
| Admin fee / account holder | $114 | $15,399-99.3% | $12,427-99.1% | $11,246-99.0% |