Filed July 10, 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 | $112,562 | $226,064-50.2% | $182,532-38.3% | $152,861-26.4% |
| Participation rate | 93.8% | 82.5%+11.3pp | 78.0%+15.8pp | 82.4%+11.3pp |
| Annual return | 15.81% | 192.51%-176.7pp | 148.54%-132.7pp | 345.32%-329.5pp |
| Employer contribution / active EE | $3,645 | $4,978-26.8% | $4,076-10.6% | $4,762-23.5% |
| Participant deferral / active EE | $6,451 | $6,368+1.3% | $5,524+16.8% | $5,850+10.3% |
| Admin fee / account holder | $5 | $10,703-100.0% | $8,592-99.9% | $11,596-100.0% |