Filed October 1, 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 | $183,356 | $95,762+91.5% | $379,746-51.7% | $79,858+129.6% |
| Participation rate | 93.1% | 74.0%+19.1pp | 78.4%+14.7pp | 69.6%+23.5pp |
| Annual return | 24.70% | 18.26%+6.4pp | 34.90%-10.2pp | 31.71%-7.0pp |
| Employer contribution / active EE | $3,317 | $2,695+23.1% | $3,540-6.3% | $2,471+34.2% |
| Participant deferral / active EE | $6,006 | $4,705+27.7% | $6,024-0.3% | $3,740+60.6% |
| Admin fee / account holder | $150 | $6,745-97.8% | $7,927-98.1% | $5,306-97.2% |