Filed August 8, 2002
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $308,612 | $92,703+232.9% | $82,719+273.1% | $134,475+129.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -31.47% | 944.92%-976.4pp | 701.18%-732.6pp | 417.96%-449.4pp |
| Employer contribution / active EE | $6,520 | $3,274+99.2% | $3,009+116.7% | $4,740+37.6% |
| Participant deferral / active EE | $6,648 | $4,802+38.4% | $4,395+51.3% | $6,400+3.9% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |