Filed January 8, 2003
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 | $127,048 | $105,998+19.9% | $92,233+37.7% | $147,584-13.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.20% | 50.05%-31.8pp | 176.28%-158.1pp | 578.55%-560.3pp |
| Employer contribution / active EE | $4,070 | $4,333-6.1% | $3,679+10.6% | $4,876-16.5% |
| Participant deferral / active EE | $4,131 | $4,478-7.7% | $3,897+6.0% | $5,439-24.0% |
| Admin fee / account holder | $52 | $6,332-99.2% | $5,194-99.0% | $10,885-99.5% |