Filed June 19, 1999
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 | $42,868 | $73,515-41.7% | $62,995-32.0% | $147,584-71.0% |
| Participation rate | 93.8% | 77.9%+15.9pp | 74.8%+18.9pp | 82.8%+10.9pp |
| Annual return | 17.62% | 175.43%-157.8pp | 87.57%-69.9pp | 578.55%-560.9pp |
| Employer contribution / active EE | $5,953 | $3,320+79.3% | $2,759+115.8% | $4,876+22.1% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $139 | $5,953-97.7% | $3,600-96.1% | $10,885-98.7% |