Filed December 23, 1994
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 9-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 | $101,792 | $167,484-39.2% | $151,611-32.9% | $134,475-24.3% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -0.86% | 7.80%-8.7pp | 3.33%-4.2pp | 417.96%-418.8pp |
| Employer contribution / active EE | $3,031 | $6,829-55.6% | $6,166-50.8% | $4,740-36.1% |
| Participant deferral / active EE | $6,209 | $8,986-30.9% | $8,363-25.8% | $6,400-3.0% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |