Filed November 2, 1999
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 8-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 | $37,214 | $88,707-58.0% | $74,183-49.8% | $273,961-86.4% |
| Participation rate | 72.7% | 79.4%-6.7pp | 76.6%-3.9pp | 83.0%-10.3pp |
| Annual return | 5.42% | 11.94%-6.5pp | 17.74%-12.3pp | 41.45%-36.0pp |
| Employer contribution / active EE | $1,594 | $3,159-49.5% | $2,370-32.7% | $4,869-67.3% |
| Participant deferral / active EE | $2,680 | $4,212-36.4% | $3,550-24.5% | $5,287-49.3% |
| Admin fee / account holder | $49 | $8,717-99.4% | $5,586-99.1% | $10,132-99.5% |