Filed July 14, 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,409 | $99,020+28.7% | $86,590+47.1% | $147,584-13.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 8.49% | 1312.34%-1303.8pp | 964.84%-956.3pp | 578.55%-570.1pp |
| Employer contribution / active EE | $4,461 | $3,132+42.4% | $2,839+57.1% | $4,876-8.5% |
| Participant deferral / active EE | $9,034 | $3,972+127.4% | $3,609+150.3% | $5,439+66.1% |
| Admin fee / account holder | $63 | $5,710-98.9% | $4,906-98.7% | $10,885-99.4% |