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 | $114,919 | $62,573+83.7% | $85,682+34.1% | $85,850+33.9% |
| Participation rate | 97.4% | 61.1%+36.2pp | 69.9%+27.5pp | 69.3%+28.1pp |
| Annual return | 15.87% | 23.77%-7.9pp | 21.49%-5.6pp | 318.53%-302.7pp |
| Employer contribution / active EE | $1,684 | $1,757-4.1% | $2,618-35.7% | $2,565-34.3% |
| Participant deferral / active EE | $9,565 | $2,802+241.3% | $3,923+143.9% | $3,952+142.1% |
| Admin fee / account holder | $121 | $4,640-97.4% | $6,873-98.2% | $6,260-98.1% |