Filed March 8, 2002
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 | $46,956 | $131,829-64.4% | $108,579-56.8% | $273,961-82.9% |
| Participation rate | 92.3% | 83.5%+8.9pp | 79.6%+12.7pp | 83.0%+9.3pp |
| Annual return | 7.86% | -91.57%+99.4pp | -51.70%+59.6pp | 41.45%-33.6pp |
| Employer contribution / active EE | $5,189 | $4,912+5.6% | $3,758+38.1% | $4,869+6.6% |
| Participant deferral / active EE | $4,855 | $5,127-5.3% | $4,311+12.6% | $5,287-8.2% |
| Admin fee / account holder | $114 | $10,252-98.9% | $7,645-98.5% | $10,132-98.9% |