Filed April 29, 1996
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 | $157,997 | $132,239+19.5% | $105,722+49.4% | $273,961-42.3% |
| Participation rate | 71.4% | 83.2%-11.8pp | 78.9%-7.5pp | 83.0%-11.6pp |
| Annual return | 8.15% | 10.07%-1.9pp | 12.25%-4.1pp | 41.45%-33.3pp |
| Employer contribution / active EE | $0 | $4,867-100.0% | $4,079-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,544 | $6,233+21.0% | $5,326+41.7% | $5,287+42.7% |
| Admin fee / account holder | $2 | $12,032-100.0% | $8,308-100.0% | $10,132-100.0% |