Filed June 6, 2001
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 | $50,404 | $82,664-39.0% | $125,339-59.8% | $68,494-26.4% |
| Participation rate | 88.7% | 75.0%+13.7pp | 82.4%+6.4pp | 67.9%+20.8pp |
| Annual return | -12.13% | -5.97%-6.2pp | 572.05%-584.2pp | -7.84%-4.3pp |
| Employer contribution / active EE | $735 | $3,381-78.3% | $4,814-84.7% | $2,596-71.7% |
| Participant deferral / active EE | $3,796 | $6,110-37.9% | $7,446-49.0% | $4,027-5.7% |
| Admin fee / account holder | $56 | $6,275-99.1% | $10,010-99.4% | $5,403-99.0% |