Filed January 6, 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,074,730 | $163,101+558.9% | $136,749+685.9% | $142,382+654.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 3.89% | 27.54%-23.7pp | 24.33%-20.4pp | 217.08%-213.2pp |
| Employer contribution / active EE | $10,000 | $4,117+142.9% | $3,400+194.2% | $4,299+132.6% |
| Participant deferral / active EE | $30,004 | $5,585+437.2% | $4,692+539.5% | $6,507+361.1% |
| Admin fee / account holder | $100 | $14,318-99.3% | $11,386-99.1% | $12,624-99.2% |