Filed February 4, 1994
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 | $209,481 | $202,318+3.5% | $172,739+21.3% | $152,861+37.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 27.17% | 1029.65%-1002.5pp | 802.84%-775.7pp | 345.32%-318.1pp |
| Employer contribution / active EE | $4,368 | $5,856-25.4% | $5,143-15.1% | $4,762-8.3% |
| Participant deferral / active EE | $8,990 | $5,948+51.1% | $5,198+73.0% | $5,850+53.7% |
| Admin fee / account holder | $223 | $17,109-98.7% | $13,954-98.4% | $11,596-98.1% |