Filed April 10, 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.
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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,433 | $118,680+12.4% | $98,907+34.9% | $158,922-16.0% |
| Participation rate | 75.0% | 77.8%-2.8pp | 76.0%-1.0pp | 82.0%-7.0pp |
| Annual return | 4.63% | 372.35%-367.7pp | 196.43%-191.8pp | 302.83%-298.2pp |
| Employer contribution / active EE | $1,619 | $3,333-51.4% | $2,689-39.8% | $4,761-66.0% |
| Participant deferral / active EE | $3,675 | $5,088-27.8% | $4,244-13.4% | $5,982-38.6% |
| Admin fee / account holder | $214 | $10,131-97.9% | $6,642-96.8% | $11,246-98.1% |