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 | $249,720 | $214,378+16.5% | $200,582+24.5% | $142,382+75.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.87% | 46.41%-32.5pp | 42.33%-28.5pp | 217.08%-203.2pp |
| Employer contribution / active EE | $3,182 | $6,841-53.5% | $6,419-50.4% | $4,299-26.0% |
| Participant deferral / active EE | $9,429 | $9,865-4.4% | $9,331+1.1% | $6,507+44.9% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |