Filed November 16, 2005
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 | $68,935 | $180,449-61.8% | $154,107-55.3% | $135,375-49.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 2.89% | 888.09%-885.2pp | 735.12%-732.2pp | 519.73%-516.8pp |
| Employer contribution / active EE | $1,411 | $6,035-76.6% | $5,298-73.4% | $4,779-70.5% |
| Participant deferral / active EE | $3,772 | $5,806-35.0% | $5,081-25.7% | $5,609-32.7% |
| Admin fee / account holder | $98 | $16,143-99.4% | $13,411-99.3% | $10,827-99.1% |