Filed March 8, 1995
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $154,742 | $97,757+58.3% | $83,848+84.6% | $135,375+14.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -11.80% | 1287.37%-1299.2pp | 850.88%-862.7pp | 519.73%-531.5pp |
| Employer contribution / active EE | $7,001 | $4,222+65.8% | $3,631+92.8% | $4,779+46.5% |
| Participant deferral / active EE | $13,506 | $4,682+188.5% | $4,082+230.9% | $5,609+140.8% |
| Admin fee / account holder | -$193 | $6,674-102.9% | $5,478-103.5% | $10,827-101.8% |