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 | $206,641 | $116,175+77.9% | $93,606+120.8% | $152,861+35.2% |
| Participation rate | 93.8% | 78.0%+15.7pp | 75.8%+17.9pp | 82.4%+11.3pp |
| Annual return | 21.57% | 35.96%-14.4pp | 32.76%-11.2pp | 345.32%-323.7pp |
| Employer contribution / active EE | $2,616 | $3,218-18.7% | $2,718-3.8% | $4,762-45.1% |
| Participant deferral / active EE | $6,851 | $4,603+48.8% | $4,069+68.4% | $5,850+17.1% |
| Admin fee / account holder | $4 | $10,748-100.0% | $7,888-99.9% | $11,596-100.0% |