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 | $246,679 | $118,680+107.9% | $98,907+149.4% | $158,922+55.2% |
| Participation rate | 94.1% | 77.8%+16.3pp | 76.0%+18.1pp | 82.0%+12.2pp |
| Annual return | 22.05% | 372.35%-350.3pp | 196.43%-174.4pp | 302.83%-280.8pp |
| Employer contribution / active EE | $2,345 | $3,333-29.6% | $2,689-12.8% | $4,761-50.7% |
| Participant deferral / active EE | $6,592 | $5,088+29.6% | $4,244+55.3% | $5,982+10.2% |
| Admin fee / account holder | $259 | $10,131-97.4% | $6,642-96.1% | $11,246-97.7% |