Filed September 3, 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.
Employer contribution per participant 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 | $30,761 | $49,025-37.3% | $87,507-64.8% | $62,891-51.1% |
| Participation rate | 71.4% | 64.9%+6.5pp | 73.8%-2.4pp | 69.3%+2.1pp |
| Annual return | 9.49% | 10.02%-0.5pp | 12.21%-2.7pp | 20.14%-10.6pp |
| Employer contribution / active EE | $129 | $1,372-90.6% | $2,550-94.9% | $2,281-94.3% |
| Participant deferral / active EE | $1,114 | $2,289-51.3% | $3,149-64.6% | $3,203-65.2% |
| Admin fee / account holder | $299 | $4,065-92.6% | $4,221-92.9% | $4,296-93.0% |