Filed September 18, 1997 (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 | $34,161 | $95,416-64.2% | $185,823-81.6% | $85,850-60.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 19.38% | 23.59%-4.2pp | 122.05%-102.7pp | 318.53%-299.2pp |
| Employer contribution / active EE | $4,731 | $3,314+42.8% | $5,167-8.4% | $2,565+84.4% |
| Participant deferral / active EE | $0 | $3,423-100.0% | $5,568-100.0% | $3,952-100.0% |
| Admin fee / account holder | $162 | $7,213-97.8% | $16,237-99.0% | $6,260-97.4% |