Filed March 16, 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $370,108 | $106,584+247.2% | $101,326+265.3% | $142,382+159.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 13.63% | 36.93%-23.3pp | 36.82%-23.2pp | 217.08%-203.4pp |
| Employer contribution / active EE | $11,353 | $3,956+187.0% | $3,665+209.7% | $4,299+164.1% |
| Participant deferral / active EE | $14,643 | $8,297+76.5% | $7,994+83.2% | $6,507+125.0% |
| Admin fee / account holder | $10 | $11,446-99.9% | $11,185-99.9% | $12,624-99.9% |