Filed July 6, 2000
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 | $239,974 | $197,591+21.5% | $177,821+35.0% | $158,922+51.0% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 8.54% | 58.76%-50.2pp | 48.32%-39.8pp | 302.83%-294.3pp |
| Employer contribution / active EE | $2,363 | $6,697-64.7% | $5,918-60.1% | $4,761-50.4% |
| Participant deferral / active EE | $7,281 | $8,405-13.4% | $7,714-5.6% | $5,982+21.7% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |