Filed April 10, 1998
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 | $40,908 | $78,705-48.0% | $117,854-65.3% | $70,131-41.7% |
| Participation rate | 96.0% | 73.2%+22.8pp | 79.7%+16.3pp | 69.5%+26.5pp |
| Annual return | 22.70% | 23.30%-0.6pp | 335.08%-312.4pp | 73.14%-50.4pp |
| Employer contribution / active EE | $720 | $2,223-67.6% | $3,786-81.0% | $2,342-69.3% |
| Participant deferral / active EE | $2,275 | $3,297-31.0% | $4,482-49.2% | $3,332-31.7% |
| Admin fee / account holder | $173 | $5,065-96.6% | $8,020-97.8% | $4,645-96.3% |