Filed May 18, 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.
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 | $99,644 | $84,527+17.9% | $67,711+47.2% | $125,391-20.5% |
| Participation rate | 85.7% | 74.8%+10.9pp | 67.5%+18.2pp | 83.2%+2.5pp |
| Annual return | -2.12% | 2.57%-4.7pp | 25.41%-27.5pp | 282.22%-284.3pp |
| Employer contribution / active EE | $876 | $3,292-73.4% | $2,559-65.8% | $4,866-82.0% |
| Participant deferral / active EE | $5,894 | $4,429+33.1% | $3,585+64.4% | $5,352+10.1% |
| Admin fee / account holder | $206 | $5,340-96.2% | $4,255-95.2% | $9,540-97.8% |