Filed January 1, 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 | $44,463 | $90,503-50.9% | $78,689-43.5% | $273,961-83.8% |
| Participation rate | 85.7% | 76.5%+9.2pp | 73.6%+12.2pp | 83.0%+2.7pp |
| Annual return | 9.04% | 75.60%-66.6pp | 62.18%-53.1pp | 41.45%-32.4pp |
| Employer contribution / active EE | $3,438 | $3,176+8.2% | $2,851+20.6% | $4,869-29.4% |
| Participant deferral / active EE | $2,558 | $3,901-34.4% | $3,517-27.3% | $5,287-51.6% |
| Admin fee / account holder | $32 | $5,263-99.4% | $4,510-99.3% | $10,132-99.7% |