Filed October 18, 2004
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $88,512 | $189,613-53.3% | $167,512-47.2% | $142,382-37.8% |
| Participation rate | 92.9% | 80.1%+12.7pp | 77.1%+15.8pp | 80.1%+12.7pp |
| Annual return | 9.63% | 2024.68%-2015.1pp | 1615.79%-1606.2pp | 217.08%-207.4pp |
| Employer contribution / active EE | $2,755 | $4,349-36.7% | $3,882-29.0% | $4,299-35.9% |
| Participant deferral / active EE | $5,953 | $6,981-14.7% | $6,405-7.1% | $6,507-8.5% |
| Admin fee / account holder | $8 | $10,528-99.9% | $9,769-99.9% | $12,624-99.9% |