Filed December 31, 2002
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 | $39,381 | $96,557-59.2% | $80,975-51.4% | $273,961-85.6% |
| Participation rate | 82.4% | 79.1%+3.3pp | 75.8%+6.5pp | 83.0%-0.7pp |
| Annual return | 6.82% | 15.14%-8.3pp | 17.10%-10.3pp | 41.45%-34.6pp |
| Employer contribution / active EE | $1,244 | $4,868-74.5% | $3,714-66.5% | $4,869-74.5% |
| Participant deferral / active EE | $3,499 | $6,598-47.0% | $5,696-38.6% | $5,287-33.8% |
| Admin fee / account holder | $134 | $7,492-98.2% | $5,516-97.6% | $10,132-98.7% |