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 | $60,903 | $144,119-57.7% | $117,854-48.3% | $147,584-58.7% |
| Participation rate | 73.3% | 83.4%-10.1pp | 79.7%-6.3pp | 82.8%-9.5pp |
| Annual return | 16.96% | 531.15%-514.2pp | 335.08%-318.1pp | 578.55%-561.6pp |
| Employer contribution / active EE | $5,211 | $4,896+6.4% | $3,786+37.6% | $4,876+6.9% |
| Participant deferral / active EE | $6,364 | $5,316+19.7% | $4,482+42.0% | $5,439+17.0% |
| Admin fee / account holder | $266 | $10,886-97.6% | $8,020-96.7% | $10,885-97.6% |