Filed February 18, 1997
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 | $186,943 | $88,583+111.0% | $88,497+111.2% | $273,961-31.8% |
| Participation rate | 83.3% | 83.5%-0.1pp | 82.4%+0.9pp | 83.0%+0.3pp |
| Annual return | 5.23% | 5.68%-0.5pp | 7.63%-2.4pp | 41.45%-36.2pp |
| Employer contribution / active EE | $2,906 | $4,502-35.5% | $4,036-28.0% | $4,869-40.3% |
| Participant deferral / active EE | $6,404 | $4,891+30.9% | $4,899+30.7% | $5,287+21.1% |
| Admin fee / account holder | $22 | $8,980-99.7% | $6,220-99.6% | $10,132-99.8% |