Filed December 27, 1993
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 | $139,301 | $83,908+66.0% | $68,509+103.3% | $125,391+11.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | 0.93% | 14.48%-13.5pp | 8.27%-7.3pp | 282.22%-281.3pp |
| Employer contribution / active EE | $2,617 | $3,031-13.7% | $2,278+14.9% | $4,866-46.2% |
| Participant deferral / active EE | $6,611 | $4,125+60.3% | $3,382+95.4% | $5,352+23.5% |
| Admin fee / account holder | $5 | $8,982-99.9% | $5,275-99.9% | $9,540-99.9% |