Filed January 1, 1991
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 | $35,964 | $127,100-71.7% | $105,738-66.0% | $135,375-73.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -7.02% | 4.49%-11.5pp | 6.27%-13.3pp | 519.73%-526.8pp |
| Employer contribution / active EE | $2,827 | $4,107-31.2% | $3,268-13.5% | $4,779-40.8% |
| Participant deferral / active EE | $8,424 | $5,064+66.3% | $4,080+106.5% | $5,609+50.2% |
| Admin fee / account holder | $15 | $9,087-99.8% | $6,913-99.8% | $10,827-99.9% |