Filed May 27, 2003
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 | $113,052 | $124,185-9.0% | $108,410+4.3% | $167,490-32.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 20.41% | 1379.64%-1359.2pp | 905.27%-884.9pp | 478.56%-458.1pp |
| Employer contribution / active EE | $2,207 | $4,187-47.3% | $3,558-38.0% | $4,837-54.4% |
| Participant deferral / active EE | $10,560 | $6,908+52.9% | $6,563+60.9% | $6,341+66.5% |
| Admin fee / account holder | $0 | $9,455-100.0% | $7,295-100.0% | $12,309-100.0% |