Filed October 20, 1993
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $375,101 | $165,335+126.9% | $149,696+150.6% | $158,922+136.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.94% | 348.15%-334.2pp | 276.60%-262.7pp | 302.83%-288.9pp |
| Employer contribution / active EE | $9,100 | $5,103+78.3% | $4,644+95.9% | $4,761+91.1% |
| Participant deferral / active EE | $8,474 | $7,181+18.0% | $6,842+23.9% | $5,982+41.6% |
| Admin fee / account holder | $290 | $10,807-97.3% | $9,309-96.9% | $11,246-97.4% |