Filed September 14, 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 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 | $13,796 | $49,177-71.9% | $79,464-82.6% | $64,186-78.5% |
| Participation rate | 97.6% | 65.0%+32.6pp | 73.3%+24.3pp | 69.6%+28.1pp |
| Annual return | -18.02% | -1.16%-16.9pp | 718.14%-736.2pp | 7.63%-25.6pp |
| Employer contribution / active EE | $402 | $2,076-80.6% | $2,800-85.6% | $2,381-83.1% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $176 | $3,839-95.4% | $5,113-96.6% | $4,888-96.4% |