Filed January 14, 2000
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 | $319,052 | $96,635+230.2% | $86,612+268.4% | $139,434+128.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 14.19% | 106.41%-92.2pp | 591.07%-576.9pp | 372.94%-358.8pp |
| Employer contribution / active EE | $13,590 | $3,263+316.5% | $3,022+349.6% | $4,751+186.1% |
| Participant deferral / active EE | $8,957 | $4,836+85.2% | $4,438+101.8% | $6,710+33.5% |
| Admin fee / account holder | $170 | $6,408-97.4% | $5,614-97.0% | $11,403-98.5% |