Filed March 15, 1999 (most recent of 2 filings on file)
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 | $25,438 | $95,561-73.4% | $77,163-67.0% | $139,434-81.8% |
| Participation rate | 85.7% | 73.9%+11.8pp | 69.6%+16.1pp | 80.3%+5.4pp |
| Annual return | 17.55% | 54.92%-37.4pp | 37.87%-20.3pp | 372.94%-355.4pp |
| Employer contribution / active EE | $1,200 | $3,147-61.9% | $2,535-52.6% | $4,751-74.7% |
| Participant deferral / active EE | $1,296 | $4,624-72.0% | $3,833-66.2% | $6,710-80.7% |
| Admin fee / account holder | $233 | $8,295-97.2% | $5,472-95.7% | $11,403-98.0% |