Filed September 7, 1990
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 | $112,047 | $96,305+16.3% | $80,569+39.1% | $139,434-19.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 13.88% | 1350.08%-1336.2pp | 935.43%-921.5pp | 372.94%-359.1pp |
| Employer contribution / active EE | $9,746 | $3,262+198.8% | $2,723+257.9% | $4,751+105.2% |
| Participant deferral / active EE | $10,352 | $5,232+97.9% | $4,447+132.8% | $6,710+54.3% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |