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.
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 | $0 | $81,248-100.0% | $155,509-100.0% | $80,856-100.0% |
| Participation rate | 0.0% | 66.2%-66.2pp | 78.2%-78.2pp | 67.6%-67.6pp |
| Annual return | 8.50% | 33.31%-24.8pp | 64.67%-56.2pp | 35.59%-27.1pp |
| Employer contribution / active EE | $5,521 | $3,100+78.1% | $4,672+18.2% | $2,755+100.4% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,626-100.0% | $4,296-100.0% |
| Admin fee / account holder | $0 | $7,997-100.0% | $15,912-100.0% | $6,918-100.0% |