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 | $175,721 | $185,822-5.4% | $169,993+3.4% | $139,434+26.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.34% | 60.50%-45.2pp | 53.37%-38.0pp | 372.94%-357.6pp |
| Employer contribution / active EE | $2,581 | $7,590-66.0% | $6,785-62.0% | $4,751-45.7% |
| Participant deferral / active EE | $7,829 | $11,622-32.6% | $10,408-24.8% | $6,710+16.7% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |