Filed October 31, 1997
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 | $23,544 | $53,822-56.3% | $75,696-68.9% | $85,850-72.6% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 15.55% | 24.54%-9.0pp | 104.53%-89.0pp | 318.53%-303.0pp |
| Employer contribution / active EE | $952 | $2,017-52.8% | $2,743-65.3% | $2,565-62.9% |
| Participant deferral / active EE | $1,610 | $2,895-44.4% | $3,821-57.9% | $3,952-59.2% |
| Admin fee / account holder | $157 | $3,343-95.3% | $3,619-95.7% | $6,260-97.5% |