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 | $137,765 | $48,076+186.6% | $78,689+75.1% | $62,891+119.1% |
| Participation rate | 96.8% | 65.2%+31.6pp | 73.6%+23.2pp | 69.3%+27.5pp |
| Annual return | 8.03% | 31.35%-23.3pp | 62.18%-54.1pp | 20.14%-12.1pp |
| Employer contribution / active EE | $2,258 | $2,015+12.1% | $2,851-20.8% | $2,281-1.0% |
| Participant deferral / active EE | $6,469 | $2,588+150.0% | $3,517+84.0% | $3,203+102.0% |
| Admin fee / account holder | $95 | $3,207-97.0% | $4,510-97.9% | $4,296-97.8% |